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Carlos Andres Nunez

Investment adviser representative at Wells Fargo Advisors
12 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

12 years in the industry.

  1. Wells Fargo Clearing Services, LLCJul 2025 to now
  2. Morgan StanleyAug 2024 to Jul 2025
  3. UnemployedMar 2024 to Aug 2024
  4. Earth Harbor NaturalsMay 2023 to Mar 2024
  5. Graduate StudentAug 2022 to May 2023
  6. Earth Harbor NaturalsApr 2022 to Aug 2022
  7. UnemployedFeb 2022 to Apr 2022
  8. Utah Valley UniversityOct 2021 to Feb 2022
  9. Arup LaboratoriesMar 2021 to Oct 2021
  10. UnemployedDec 2020 to Mar 2021
  11. Utah Valley UniversityAug 2020 to Dec 2020
  12. Elwood Staffing / SupranaturalsJun 2020 to Jun 2020
  13. University StudentAug 2018 to Aug 2020
  14. JcpennyJun 2018 to Aug 2018
  15. High School Student / UnemployedOct 2014 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2026

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
7965412
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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