Sagar Satyan
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- Park Avenue SecuritiesSep 2025 to Feb 2026
- Guardian Life Insurance CompanyMar 2025 to Feb 2026
- Financial Growth PartnersSep 2024 to Mar 2025
- UnemployedJun 2024 to Sep 2024
- University of DelawareFeb 2022 to May 2024
- UnemployedJun 2021 to Feb 2022
- University of DelawareJul 2017 to May 2021
- Capital School DistrictSep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 8002907
- Firm CRD
- 19616