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Michael John Massarelli

Investment adviser representative at Wells Fargo Advisors
13 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

13 years in the industry.

  1. Wells Fargo Clearing Services, LLCOct 2025 to now
  2. The Vanguard Group, Inc.Jul 2024 to Oct 2025
  3. Federal First LendingJun 2022 to Jun 2024
  4. Northwestern MutualApr 2021 to Apr 2022
  5. Ten Ninety Brewing CompanyApr 2020 to Dec 2022
  6. The Loan SourceApr 2020 to Jun 2020
  7. National Tax Search LLCMay 2019 to Aug 2019
  8. Belvedere Trading LLCMay 2018 to Aug 2018
  9. Indiana UniversityAug 2017 to May 2022
  10. Glenbrook SouthAug 2013 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
7362048
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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