Tayte Elliott Irvine
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2026 to now
- Morgan Stanley Private Bank, N.AOct 2025 to now
- Morgan StanleyOct 2025 to May 2026
- UBS Financial Services, IncAug 2023 to Sep 2025
- UBSJun 2022 to Aug 2022
- Atrium StaffingMay 2021 to Jul 2021
- Boondocks FisheryMay 2020 to Aug 2020
- Auburn UniversityAug 2019 to May 2023
- Sea Bright Lawn Tennis and Cricket ClubMay 2016 to Aug 2018
- Rumson- Fair Haven RegionalSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7528588
- Firm CRD
- 19616