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Rem Sarris

Investment adviser representative at Wells Fargo Advisors
11 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

11 years in the industry.

  1. Wells Fargo Clearing Services, LLCFeb 2026 to now
  2. Bank of America N.A.May 2024 to Feb 2026
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Feb 2026
  4. UnemployedJan 2023 to Mar 2024
  5. J.P. Morgan Securities LLCDec 2019 to Dec 2022
  6. JPMorgan Chase Bank, N.A.Dec 2019 to Dec 2022
  7. UnemployedNov 2015 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7211110
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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