Merveille Mbiye Ntumba
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 Clearing Services, LLCApr 2026 to now
- Wells Fargo Bank, NAMar 2026 to now
- Arizona State UniversitySep 2023 to now
- Truist Financial CorporationSep 2023 to Mar 2026
- Towson UniversityMar 2023 to Sep 2023
- Rsm US LLPJan 2023 to Mar 2023
- Towson UniversityAug 2022 to Jan 2023
- Rsm US LLPJun 2022 to Aug 2022
- Towson UniversityJan 2022 to Jun 2022
- Truist Financial CorporationJul 2021 to Jan 2022
- BookholdersMay 2021 to Jul 2021
- Towson UniversityNov 2020 to May 2021
- Roy RogersOct 2020 to Nov 2020
- Towson UniversityMar 2020 to Oct 2020
- Mcdonald'sFeb 2020 to Mar 2020
- Towson UniversityDec 2018 to Feb 2020
- Montgomery CollegeFeb 2018 to Dec 2018
- Giant FoodOct 2017 to Feb 2018
- Montgomery ColegeFeb 2016 to Oct 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 (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
- 8246724
- Firm CRD
- 19616