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Hunter W Embury

Investment adviser representative at Wells Fargo Advisors
11 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

11 years in the industry.

  1. Wells Fargo Clearing Services, LLCMay 2026 to now
  2. Morgan Stanley Private Bank, N.AOct 2023 to now
  3. Morgan StanleyJul 2023 to May 2026
  4. Morgan StanleyJul 2021 to Mar 2023
  5. Marist CollegeAug 2018 to May 2023
  6. N/aJun 2018 to Jul 2021
  7. AcmeSep 2017 to Jun 2018
  8. Yorktown High SchoolSep 2015 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (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
7410360
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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