Robert William Farish
Investment adviser representative at Wells Fargo Advisors
16 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
16 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2026 to now
- Wells Fargo Bank, NAApr 2023 to now
- Code and TrustMar 2022 to Feb 2023
- RentedJul 2021 to Jan 2022
- Sustain EduFeb 2021 to Jun 2021
- Jrs Coding SchoolAug 2020 to Jan 2021
- Island RealtyMay 2010 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 8251460
- Firm CRD
- 19616