Passant Abbas
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Fidelity InvestmentsApr 2025 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Apr 2025
- Bank of AmericaDec 2020 to Jun 2022
- UnemployedDec 2019 to Dec 2020
- Msa UniversitySep 2018 to Dec 2019
- UnemployedJun 2018 to Sep 2018
- Lkq Learning CenterMar 2015 to Dec 2017
- Cairo UniversityAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7769694
- Firm CRD
- 19616