Brandon Michael Perry
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2022 to now
- UBS Financial Services Inc.Jul 2021 to Nov 2022
- Savanna Real Estate FundJun 2020 to Aug 2020
- Eagle Rock Advisors LLCMay 2019 to Jul 2019
- VaynersportsMay 2018 to Jul 2018
- University of MarylandAug 2017 to May 2021
- StudentJul 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (CA, 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
- 7396315
- Firm CRD
- 19616