Andrew Lenzi
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Clearing Services, LLC (Jun 2025 to now
- Bank of America, N.A.Jan 2023 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Jan 2023
- FintrxJun 2021 to Aug 2021
- UBSJun 2021 to Aug 2021
- Joy Food CompanySep 2019 to Aug 2020
- MarinemaxMay 2019 to Aug 2019
- Wake Forest UniversityAug 2018 to May 2022
- Suntex MarinasSep 2017 to Aug 2018
- Suntex MarinasJun 2017 to Aug 2017
- UnemployedJan 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7593694
- Firm CRD
- 19616