Casey Dougherty
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Casey Dougherty? 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2024 to now
- 1000 NorthJan 2022 to now
- Publix SupermarketsNov 2017 to now
- J.P. Morgan Securities LLCSep 2023 to Apr 2024
- JPMorgan Chase Bank, N.A.Sep 2023 to Apr 2024
- Jupiter Country ClubJul 2020 to Dec 2021
- Dr Freeze Ice CreamMar 2017 to Oct 2017
- UnemployedSep 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7799906
- Firm CRD
- 19616