Shalom Azar
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
3 statesRegistered in
$252.3BFirm assets
26 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 Advisors Financial Network, LLCJul 2025 to now
- Morgan Stanley Private Bank, N.AAug 2021 to Jul 2025
- Morgan Stanley Smith Barney LLCJul 2021 to Jul 2025
- Bank of America, N.A.Jun 2019 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Jul 2021
- UnemployedMar 2019 to May 2019
- Hp/israel Tech ChallengeSep 2018 to Mar 2019
- Aabj&dAug 2017 to Jun 2018
- Etza GroupAug 2017 to May 2018
- Ohel Beis EzraFeb 2017 to May 2018
- Yeshiva UniversitySep 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7125424
- Firm CRD
- 11025