Seung Yoo
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Bank of America N.A.May 2024 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Jun 2026
- Hotel Vintage Kimpton Hotel SeattleNov 2023 to Nov 2023
- Royal Sonesta Alexis HotelAug 2022 to Oct 2023
- J.P. Morgan Securities LLCSep 2021 to Apr 2024
- JP Morgan Chase Bank, N.A.Sep 2021 to Apr 2024
- Kimpton HotelApr 2021 to Jun 2022
- Becu (boeing)Jan 2021 to Apr 2021
- Tacoma Community CollegeSep 2020 to Jun 2022
- Kimpton HotelsSep 2019 to Oct 2020
- J.P. Morgan Securities LLCMar 2019 to Oct 2020
- JPMorgan Chase Bank, N.A.Mar 2019 to Oct 2020
- Heritage BankOct 2018 to Feb 2019
- UnemployedSep 2018 to Sep 2018
- us BankFeb 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7092579
- Firm CRD
- 19616