Fareedullah Shah
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, NAJan 2023 to now
- Wells Fargo Clearing Services, LLCJan 2023 to now
- Rmy Shah LLCJul 2022 to now
- J.P. Morgan Securities LLCJun 2022 to Jan 2023
- JPMorgan Chase Bank, N.A.Jun 2022 to Jan 2023
- UnemployedMay 2021 to May 2022
- Emirates Investment BankSep 2020 to Apr 2021
- UnemployedApr 2020 to Aug 2020
- Noor Bank ( Now Dubai Islamic Bank)Jun 2014 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7590566
- Firm CRD
- 19616