Cody Chang
Investment adviser representative at Wells Fargo Advisors
5 yearsExperience
1 stateRegistered 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
5 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2021 to now
- Strategic Wealth Advisors Group LLCJan 2021 to Jul 2021
- Diamond Group Wealth AdvisorsJun 2020 to Jul 2021
- LPL Financial, LLCJun 2020 to Jul 2021
- Cetera InvestorsFeb 2020 to May 2020
- Diamond Group Wealth AdvisorsJun 2019 to Aug 2019
- Preferred Valet ParkingJun 2018 to Nov 2019
- San Diego State UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7264940
- Firm CRD
- 19616