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Zackary Evan Byrd

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.

  1. Wells Fargo Clearing Services, LLCJun 2026 to now
  2. Wells Fargo Bank, NAJul 2025 to now
  3. Mid-atlantic MillworkOct 2024 to Jun 2025
  4. UberMar 2024 to Oct 2024
  5. Marco's PizzaJun 2022 to Mar 2024
  6. Domino's PizzaMar 2022 to Jun 2022
  7. Papa JohnsOct 2021 to Mar 2022
  8. Marco's PizzaJun 2020 to Oct 2021
  9. Pizza HutJan 2020 to May 2020
  10. Papa JohnsMay 2019 to Dec 2019
  11. Domino'sOct 2018 to Apr 2019
  12. Creative CuisinesNov 2017 to Aug 2018
  13. 7-11Jun 2017 to Oct 2017
  14. StarbucksOct 2016 to May 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
8296070
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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