Marlon Alexander Perez hernandez
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Bank, NAMar 2026 to now
- Wells Fargo Clearing Services, LLCMar 2026 to now
- CitibankJan 2024 to Mar 2026
- UnemployedApr 2023 to Dec 2023
- TruistNov 2022 to Mar 2023
- Bank of AmericaJan 2020 to Oct 2022
- P2 Cleaning ServicesMar 2019 to Dec 2019
- Metropcs/ Sprint/ T-mobileFeb 2017 to Feb 2019
- UnemployedMar 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8238598
- Firm CRD
- 19616