Matthew Andrej Donko
Investment adviser representative at Wells Fargo Advisors
9 yearsExperience
3 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
9 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- Bank of America, N.A.Jan 2025 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to Nov 2025
- UBS Financial ServicesMar 2024 to Jun 2024
- Genter Capital ManagementAug 2022 to Nov 2022
- California State University - Los AngelesJun 2020 to Mar 2024
- AldiApr 2020 to Jun 2020
- In N Out BurgerFeb 2020 to Feb 2023
- McdonaldsNov 2018 to Mar 2019
- Alhambra High SchoolJun 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (AR, AZ, 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
- 7663362
- Firm CRD
- 19616