Austin Douglas Belz
Investment adviser representative at Wells Fargo Advisors
16 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Austin Douglas Belz? 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
16 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2025 to now
- BNY Mellon Securities CorporationNov 2022 to Mar 2025
- Bank of America, N.A.Feb 2020 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Aug 2022
- UnemployedSep 2019 to Dec 2019
- Louis VuittonJun 2019 to Sep 2019
- Richard Belz Tax Services Inc.Dec 2018 to Jun 2019
- Blue Diamond Sheet MetalJan 2010 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AK, 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
- 7221503
- Firm CRD
- 19616