Behzad Baharloo
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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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
13 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- Cetera Investment Advisers LLCFeb 2024 to Oct 2025
- Cetera Investment Services LLCFeb 2024 to Oct 2025
- Regions BankFeb 2024 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Jan 2024
- CaciSep 2019 to Mar 2020
- Orelity Family Fund - Family Business - Self EmployedJan 2013 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 7667713
- Firm CRD
- 19616