Andrew Omer Bergeron
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- The Vanguard Group, Inc.May 2025 to Mar 2026
- Vanguard Marketing CorporationMay 2025 to Mar 2026
- First Citizens Investor ServicesSep 2024 to Apr 2025
- First Citizens Bank and Trust CompanyMay 2024 to Apr 2025
- First Citizens Bank and Trust CompanyMay 2023 to Aug 2023
- University of North Carolina At Chapel HillAug 2021 to May 2024
- Nags Head Ocean RescueMay 2021 to Aug 2021
- University of North Carolina At Chapel HillAug 2020 to May 2021
- Outer Banks Kayak AdventuresMay 2020 to Jul 2020
- Mulligan's Grill In Historic Cottage RowJun 2019 to Aug 2019
- Nansemond Suffolk AcademyAug 2012 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7943023
- Firm CRD
- 19616