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Anuradha Iyer

Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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

14 years in the industry.

  1. Wells Fargo Advisors Financial Network, LLCAug 2024 to now
  2. Wells Fargo Clearing Services, LLCJan 2022 to Aug 2024
  3. Wells Fargo Bank, NAMay 2017 to Aug 2024
  4. HomemakerOct 2012 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

Wells Fargo Advisors

Legal name: Wells Fargo Advisors Financial Network, LLC

$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
7497629
Firm CRD
11025
Advisor's SEC record (opens in a new tab)
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