Stephen Francis Sypek
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
CFADesignation
$671.4BFirm assets
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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, LLCDec 2025 to now
- UBS Financial Services Inc.Aug 2025 to Dec 2025
- Hudson Independent Partnerships LLCMay 2023 to Jul 2025
- 7 Mile AdvisorsJan 2021 to May 2023
- Wellington Management International Ltd.Oct 2017 to Dec 2020
- Wellington Management CompanyApr 2014 to Oct 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 8142132
- Firm CRD
- 19616