Ian Joseph Somogye
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Ian Joseph Somogye? 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
11 years in the industry.
- Digital Intelligence SystemsJun 2026 to now
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Charles Schwab & Co., Inc.Sep 2023 to Jun 2026
- TD AmeritradeAug 2022 to Sep 2023
- UnemployedApr 2022 to Jun 2022
- Island Vintage CoffeeAug 2021 to Apr 2022
- Waterway Car WashJun 2017 to Jul 2021
- Full-time EducationOct 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7593410
- Firm CRD
- 19616