Alyssa Alvarez
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.
- Wells Fargo Clearing Services, LLCJun 2025 to now
- Morgan StanleyOct 2024 to Jun 2025
- H&mJun 2022 to Oct 2024
- California State University, Long BeachAug 2021 to May 2025
- ExpressJun 2021 to Feb 2022
- Alexander Hamilton High SchoolAug 2017 to Jun 2021
- Palms Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7988404
- Firm CRD
- 19616