Bailey Psuik
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 Clearing Services, LLCNov 2025 to now
- Bank of America, N.A.Sep 2025 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Nov 2025
- First BankApr 2024 to May 2024
- Emmy SquaredMar 2024 to Nov 2024
- Western Governors UniversityDec 2023 to Mar 2024
- Flexpoint MediaJan 2023 to Dec 2023
- Republican Party of FloridaMar 2022 to Nov 2023
- Targeted VictoryMar 2020 to Feb 2022
- Mission GroupOct 2019 to Nov 2020
- US House of RepresentativesOct 2019 to Mar 2020
- US SenateAug 2019 to Sep 2019
- AlphabrookMay 2019 to Jul 2019
- Chipotle Mexican GrillOct 2018 to Mar 2019
- James Madison UniversityAug 2018 to May 2019
- Chipotle Mexican GrillMay 2018 to Aug 2018
- US House of RepresentativesMay 2018 to Aug 2018
- James Madison UniversityAug 2017 to May 2018
- Whitlock for House of DelegatesJun 2017 to Aug 2017
- James Madison UniversityAug 2016 to May 2017
- Hungary Creek Recreation AssociationJun 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7946570
- Firm CRD
- 19616