Vidal Velez
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2026 to now
- Edward JonesJul 2021 to Aug 2026
- Carrington CollegeApr 2021 to Jul 2021
- Sacramento Autism ServicesJun 2020 to Feb 2021
- UnemployedMar 2020 to Jun 2020
- Winn.solutionsNov 2019 to Mar 2020
- Maxim Health Care ServicesJul 2019 to Feb 2020
- Center for Autism and Related DisordersDec 2018 to Jul 2019
- Uber IncSep 2018 to Nov 2018
- Young Men's Christian Association of San FranciscoSep 2017 to Sep 2018
- Uber IncAug 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7397178
- Firm CRD
- 19616