Miguel G Carvallo
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Miguel G Carvallo? Claim your profile
Contact this firm
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
10 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2026 to now
- Bank of America, N.A.Oct 2022 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2021 to Oct 2022
- Lowe'sNov 2020 to Dec 2020
- Florida International UniversityJan 2020 to Dec 2020
- Auto Club GroupApr 2019 to Aug 2020
- Bloomingdale'sJun 2018 to Mar 2019
- America & BeyondJul 2017 to Jun 2018
- American Thrift StoreApr 2017 to Jul 2017
- UnemployedJan 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7543678
- Firm CRD
- 19616