Sonila Bleta
Investment adviser representative at Wells Fargo Advisors
6 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
6 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2021 to now
- Wells Fargo Bank, NAOct 2021 to now
- Citizens Securities Inc.Jun 2021 to Oct 2021
- Citizens Securities, Inc.Apr 2019 to Oct 2020
- Citizens BankFeb 2019 to Jun 2021
- Bb&t BankAug 2017 to Feb 2019
- UnemployedMar 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 7093151
- Firm CRD
- 19616