Chase Matesich
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Clearing Services, LLC (Dec 2025 to now
- Oppenheimer & Co. Inc.Jul 2023 to Dec 2025
- UnemployedJan 2022 to Jul 2023
- Northwestern Mutual Investment Services LLCFeb 2021 to Jan 2022
- UnemployedDec 2020 to Jan 2021
- AXA Advisors LLCApr 2020 to Jun 2020
- Equitable AdvisorsFeb 2020 to Dec 2020
- UnemployedFeb 2020 to Mar 2020
- Merrill LynchSep 2019 to Feb 2020
- Extended TravelJun 2018 to Aug 2019
- Rockefeller GroupJun 2017 to Aug 2017
- Pennslvania State UniversityAug 2014 to May 2018
- StudentFeb 2011 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7181453
- Firm CRD
- 19616