Kyle Mazei
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2026 to now
- Equitable Advisors, LLCNov 2025 to Feb 2026
- UnemployedOct 2025 to Nov 2025
- Grande Dunes Members ClubMay 2025 to Sep 2025
- Solina Golf ClubFeb 2025 to Jul 2025
- Conway National BankMay 2024 to Aug 2024
- Gamecock Moving LLCOct 2023 to Feb 2025
- The Ripken Experience Myrtle BeachMay 2023 to Aug 2023
- Beach RiderMay 2022 to Aug 2022
- University of ScAug 2021 to May 2025
- TopgolfJan 2020 to Jul 2020
- The Ripken Experience Myrtle BeachMay 2019 to Aug 2021
- UnemployedOct 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8175885
- Firm CRD
- 19616