Adam Anakota
Investment adviser representative at Wells Fargo Advisors
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2024 to now
- Bank of America, N.A.Jul 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jul 2024
- HSBC Securities (USA) Inc.Jun 2020 to May 2022
- HSBC Bank USA, N.A.Sep 2019 to May 2022
- Fgy Stone & CabinetSep 2018 to Sep 2019
- UnemployedFeb 2017 to Aug 2018
- Clickaway CorporationJun 2016 to Jan 2017
- Infinitel Communication IncDec 2006 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7175198
- Firm CRD
- 19616