Sonje Moore
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Sonje Moore? Claim your profile
Contact this firm
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
10 years in the industry.
- Wells Fargo Bank, NAJul 2024 to now
- Wells Fargo Clearing Services, LLCJul 2024 to now
- Winston Salem State UniversityAug 2023 to May 2024
- Wells Fargo BankJun 2023 to Aug 2023
- Winston Salem State UniversityJan 2022 to Jun 2023
- UpsAug 2021 to Jan 2022
- Berklee College of MusicAug 2020 to Aug 2021
- Fort Hayes HighschoolAug 2019 to Aug 2020
- H&mJun 2019 to Aug 2019
- Fort Hayes HighschoolAug 2018 to Jun 2019
- Beechcroft HighschoolAug 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7790587
- Firm CRD
- 19616