Marcus Dutra Mouro
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2025 to now
- JP Morgan Chase Bank, N.A.Oct 2021 to Feb 2025
- J.P Morgan Securities LLCOct 2021 to Jan 2025
- Self-ebayAug 2021 to Oct 2021
- San Joaquin County Department of Child Support ServicesFeb 2021 to May 2021
- California State University, StanislausAug 2018 to May 2021
- Pizza PlusJul 2018 to Oct 2021
- UnemployedOct 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- 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
- 7466459
- Firm CRD
- 19616