Fikret Samardzic
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Bank, NAMar 2026 to now
- Wells Fargo Clearing Services, LLCMar 2026 to now
- New York Life Insurance CompanyDec 2025 to Dec 2025
- Nylife Securities LLCDec 2025 to Dec 2025
- J.P. Morgan Securities LLCMar 2022 to Nov 2025
- JPMorgan Chase Bank, N.A.Feb 2019 to Nov 2025
- UnemployedSep 2018 to Jan 2019
- Volt Information SciencesAug 2018 to Aug 2018
- UnemployedMay 2018 to Jul 2018
- QuiktripMay 2017 to Apr 2018
- UnemployedMar 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7534445
- Firm CRD
- 19616