Diego Alejandro Alvarez
Investment adviser representative at Wells Fargo Advisors
8 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
8 years in the industry.
- Wells Fargo Bank, NANov 2022 to now
- Wells Fargo Clearing Services, LLCNov 2022 to now
- J.P. Morgan Securities LLCFeb 2022 to Nov 2022
- JPMorgan Chase Bank, N.A.Feb 2022 to Nov 2022
- New York Life Insurance AgentsAug 2020 to Jan 2022
- Nylife Securities LLCMay 2020 to Jan 2022
- Woodland MeatsMar 2020 to Jul 2020
- El Gallo TaqueriaJul 2014 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
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
- 7259292
- Firm CRD
- 19616