Abigail Marie Moonan
Investment adviser representative at Wells Fargo Advisors
21 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Abigail Marie Moonan? Claim your profile
Contact this firm
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
21 years in the industry.
- Alterra Mountain CompanyOct 2025 to now
- Wells Fargo Clearing Services, LLCOct 2025 to now
- Extended TravelJul 2025 to Oct 2025
- Mountain Tap BrewerySep 2024 to Jul 2025
- Rocky Mountain Youth CorpsMay 2024 to Sep 2024
- Christy SportsJan 2024 to Feb 2025
- Alterra Mountain CompanyNov 2023 to Apr 2025
- NolsSep 2023 to Oct 2023
- Extended TravelMay 2023 to Sep 2023
- The Scheduling InstituteNov 2022 to Nov 2023
- EcoswellJun 2021 to Aug 2021
- Self EmployedAug 2020 to May 2025
- The University of Colorado At BoulderAug 2018 to May 2023
- Moonan Wealth ManagementMay 2017 to Aug 2022
- Fulton County Public School SystemAug 2005 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8150278
- Firm CRD
- 19616