Haley Graber
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, LLCMar 2025 to now
- UnemployedJul 2024 to Mar 2025
- Fishkin Lucks LLPOct 2022 to Jul 2024
- Epiq GlobalJun 2022 to Oct 2022
- Empire State SouthApr 2021 to Jul 2022
- UnemployedFeb 2021 to Apr 2021
- Chamberlain HrdlickaSep 2019 to Feb 2021
- Emory Law SchoolAug 2016 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8065903
- Firm CRD
- 19616