Brandon-dylan Custodio Apostol
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Bank, NADec 2024 to now
- Wells Fargo Clearing Services, LLCDec 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Dec 2024
- JPMorgan Chase Bank, N.A.Sep 2023 to Dec 2024
- RaoDec 2022 to Aug 2023
- UnemployedJan 2022 to Nov 2022
- Viking DrillSep 2021 to Dec 2021
- Summit Fire ProtectionMar 2020 to Aug 2021
- SiemensMay 2019 to Feb 2020
- Paradigm MechanicalJul 2018 to Dec 2018
- Red HawkOct 2017 to May 2019
- DpsiOct 2017 to Jun 2018
- VertechNov 2016 to Oct 2017
- Buffalo Wild WingsSep 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7809805
- Firm CRD
- 19616