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Sebastian Ardaix

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.

  1. Wells Fargo Clearing Services, LLCMar 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to Feb 2026
  3. UnemployedFeb 2024 to May 2024
  4. MongodbMar 2023 to Jan 2024
  5. NavatarJan 2022 to Mar 2023
  6. OnnaMay 2020 to Dec 2021
  7. BettercloudAug 2018 to Apr 2020
  8. Strategic Consulting LLCJun 2018 to Jun 2018
  9. Binghamton UniversityAug 2016 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7946471
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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