Sagar Singh
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Bank, NAMar 2021 to now
- Wells Fargo Clearing Services, LLCMar 2021 to now
- J.P. Morgan Securities LLC.Sep 2019 to Mar 2021
- JPMorgan Chase Bank, N.A.Sep 2019 to Mar 2021
- Vinum BarOct 2018 to Aug 2019
- Bucher and ChristianJun 2018 to Aug 2018
- San Jose State UniversityAug 2017 to Aug 2019
- CostcoJul 2017 to May 2018
- AmazonMay 2017 to Jun 2017
- Acacia CreekJan 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
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
- 7177516
- Firm CRD
- 19616