Sean Nicholson
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2025 to now
- Bank of America, N.A.Dec 2023 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Jul 2025
- UnemployedJun 2021 to Nov 2021
- J.P. Morgan Securities LLCNov 2020 to Jun 2021
- JPMorgan Chase Bank, N.A.Nov 2020 to Jun 2021
- Pfs Investments Inc.May 2020 to Nov 2020
- Primerica Financial ServicesSep 2019 to Nov 2020
- Colliers InternationalOct 2018 to Nov 2020
- Miltenyi BiotecJun 2018 to Oct 2018
- California Department of State HospitalsAug 2017 to May 2018
- Csu SacramentoSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
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
- 7239207
- Firm CRD
- 19616