Conor Masaji Clifford
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Bank, NAMar 2026 to now
- Wells Fargo Clearing Services, LLCMar 2026 to now
- Everton Management GroupJan 2024 to now
- Juniper Rentals LLCJan 2024 to now
- Kaymor Financial Holdings LLCJan 2024 to now
- Bubbly Bee LLCJan 2023 to now
- Key Investment ServicesJul 2022 to Feb 2026
- KeybankNov 2021 to Feb 2026
- Regency International Holdings LLCSep 2020 to Oct 2021
- Japan B.leagueAug 2017 to Sep 2020
- Washington State UniversityJun 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 7607991
- Firm CRD
- 19616