Marvin Nwanekwu
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered 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, LLCJul 2026 to now
- UnemployedJun 2026 to Jun 2026
- Salisbury UniversityAug 2025 to May 2026
- UnemployedApr 2025 to Jul 2025
- GuidehouseAug 2024 to Mar 2025
- UnemployedJun 2024 to Jul 2024
- Chartline Capital PartnersNov 2023 to May 2024
- JPMorgan Chase & Co.Jun 2023 to Aug 2023
- WalmartSep 2022 to Oct 2023
- Wells FargoJun 2022 to Aug 2022
- Student (unemployed)Dec 2021 to May 2022
- AmazonNov 2020 to Nov 2021
- West End Neighborhood HouseJun 2019 to Aug 2019
- StudentJul 2016 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (DE, VA).
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
- 8168212
- Firm CRD
- 19616