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Purnima Kadiya Poojary

Investment adviser representative at Wells Fargo Advisors
14 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

14 years in the industry.

  1. Wells Fargo Clearing Services, LLCOct 2025 to now
  2. Wells Fargo Bank, NANov 2023 to now
  3. WalmartSep 2023 to Mar 2024
  4. N/a HomemakerMar 2022 to Aug 2023
  5. WinnowproSep 2018 to Feb 2022
  6. Netbiz SystemsJun 2017 to Aug 2018
  7. Smartstay.comJan 2012 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
8181902
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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