Brian J Karavish
Investment adviser representative at Wells Fargo Advisors
7 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Brian J Karavish? Claim your profile
Contact this firm
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
7 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2022 to now
- Bank of America, N.A.Apr 2022 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Oct 2022
- MML Investors Services LLCOct 2020 to Jan 2022
- Massmutual Life Insurance CoSep 2020 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith Inc.Sep 2020 to Sep 2020
- UnemployedFeb 2020 to Sep 2020
- American Capital Partners, LLCAug 2019 to Jan 2020
- UnemployedFeb 2019 to Aug 2019
- Arbor PharmaceuticalsSep 2015 to Jan 2019
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 (GA, TX).
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
- 7167763
- Firm CRD
- 19616