Kyle J Drumm
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
3 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
11 years in the industry.
- Wells Fargo Clearing Services, LLC (Apr 2026 to now
- Morgan Stanley Private Bank, N.AAug 2024 to now
- Morgan StanleyDec 2021 to Apr 2026
- UnemployedJan 2021 to Nov 2021
- Spex CertiprepNov 2020 to Dec 2020
- Bottle KingOct 2017 to May 2018
- EducationAug 2016 to Dec 2020
- Chapel Beach ClubMay 2015 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7393437
- Firm CRD
- 19616