Adela C. Coffey
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2025 to now
- Wells Fargo AdvisorsMay 2025 to now
- Raymond James & Associates, Inc.Jun 2023 to May 2025
- Aspen Ski CompanyNov 2022 to Apr 2023
- Jeter Hrubula Wealth StrategiesMay 2022 to Oct 2022
- Crown AdvisorsJun 2021 to Aug 2021
- Wofford CollegeSep 2018 to May 2022
- Hobcaw Yacht ClubJun 2018 to Aug 2019
- Wando High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7566935
- Firm CRD
- 19616