Raphael Joaquin Macay
Investment adviser representative at Wells Fargo Advisors
9 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
9 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2024 to now
- US Tech Solutions IncFeb 2024 to Apr 2024
- Wells Fargo Clearing ServicesFeb 2024 to Apr 2024
- Northwestern MutualSep 2023 to Dec 2023
- Ferguson Financial GroupJan 2023 to Jun 2023
- Saint Louis UniversityAug 2019 to May 2023
- Fox High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7696492
- Firm CRD
- 19616