Nelson Montes torres
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Nelson Montes torres? Claim your profile
Contact this firm
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
13 years in the industry.
- Wells Fargo Bank, NAOct 2021 to now
- Wells Fargo Clearing Services, LLCOct 2021 to now
- Bank of AmericaDec 2018 to Oct 2021
- CvsJun 2017 to Mar 2020
- UberJan 2017 to Jan 2019
- TargetOct 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7462483
- Firm CRD
- 19616