Marshall Cole Garrett
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Bank, NAApr 2026 to now
- Wells Fargo Clearing Services, LLCApr 2026 to now
- UnemployedDec 2025 to Apr 2026
- VanguardJun 2022 to Dec 2025
- Self-employedJun 2022 to Jun 2022
- Pag MarketingMar 2022 to Apr 2022
- Columbia FirefliesApr 2021 to Aug 2021
- Fancy That Catering and BistroOct 2018 to May 2022
- University of South CarolinaAug 2018 to May 2022
- Southern ValetMar 2015 to Mar 2021
- Woodmont High SchoolAug 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7567297
- Firm CRD
- 19616