Andrew Luis Ortiz
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Bank, NASep 2022 to now
- Wells Fargo Clearing Services, LLCSep 2022 to now
- Self EmployedNov 2019 to now
- Rooted Hearts LLCJul 2018 to now
- The Vanguard Group Inc.Nov 2021 to Sep 2022
- UnemployedJan 2021 to Oct 2021
- Goodwill Industries of Southern PiedmontOct 2020 to Dec 2020
- TargetNov 2019 to Jan 2020
- Wells Fargo Co.May 2018 to Nov 2020
- UnemployedMar 2018 to Apr 2018
- At&tMay 2017 to Mar 2018
- Verizon WirelessAug 2011 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7451548
- Firm CRD
- 19616