Zachary Yakel
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2024 to now
- AmperityDec 2021 to Oct 2024
- N/aNov 2021 to Dec 2021
- Nsh USA (formerly Simmons Machine Tool Corp.)Jan 2020 to Nov 2021
- N/aNov 2019 to Jan 2020
- WayfairJan 2018 to Nov 2019
- N/aDec 2017 to Jan 2018
- Arsenal Business & Technology PartnershipMay 2017 to Dec 2017
- Rensselaer Polytechnic InstituteSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8002351
- Firm CRD
- 19616