Dorian Michael Oriol
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- Bank of America, N.A.Nov 2024 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to Oct 2025
- Wells Fargo Bank, NAJul 2024 to Oct 2024
- Wells Fargo Clearing Services, LLCJul 2024 to Oct 2024
- J.P. Morgan Securities LLCOct 2021 to Jun 2024
- JPMorgan Chase Bank, N.A.Oct 2021 to Jun 2024
- Bank of AmericaFeb 2021 to Sep 2021
- Wells Fargo Bank, N.A.Dec 2016 to Feb 2021
- Chipotle Mexican GrillJul 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7466774
- Firm CRD
- 19616