Neeharika Kadiri
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, LLCJan 2025 to now
- DisysJan 2025 to now
- UnemployedJun 2024 to Dec 2024
- University of North Carolina At CharlotteJan 2024 to May 2024
- The Market Share GroupJul 2023 to Dec 2023
- Summit Coffee Co.Aug 2022 to May 2023
- University of North Carolina At CharlotteJun 2022 to Jun 2023
- American AirlinesJun 2022 to Jul 2022
- University of North Carolina At CharlotteJun 2021 to May 2022
- Dixon WellsJan 2021 to Nov 2021
- University of North Carolina At CharlotteJun 2020 to May 2021
- University of North Carolina At CharlotteAug 2019 to May 2020
- UnemployedJun 2019 to Aug 2019
- Cox Mill High SchoolAug 2018 to Jun 2019
- UnemployedJun 2018 to Aug 2018
- Cox Mill High SchoolAug 2017 to Jun 2018
- UnemployedJun 2017 to Aug 2017
- Cox Mill High SchoolAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
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
- 8039787
- Firm CRD
- 19616