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Matthew Wiest

Wells Fargo Clearing Services, LLC

Germantown, MD

Washington, DC

Alexandria, VA

Wells Fargo Advisors Financial Network, LLC

Alexandria, VA

St. Louis, MO

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-07-02
MD RA APPROVED 2026-06-25
VA RA APPROVED 2026-06-25
GA RA APPROVED 2020-09-09
  • DC RA
    APPROVED
    Since 2026-07-02
  • MD RA
    APPROVED
    Since 2026-06-25
  • VA RA
    APPROVED
    Since 2026-06-25
  • GA RA
    APPROVED
    Since 2020-09-09

Branch Locations

Germantown, MD • United States

1700 K St Nw Ste 875, Washington, DC 20006 • United States

1900 Duke St Ste 100, Alexandria, VA 22314 • United States

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-09
  • VA RA
    APPROVED
    Since 2026-06-09

Branch Locations

1900 Duke Street 200 2Nd Fl, Alexandria, VA 22314 • United States

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Washington DC 05/2009 11/2016
Wells Fargo Advisors Financial Network Alexandria VA 06/2026 Present
Wells Fargo Clearing Services, Llc Washington DC 11/2016 07/2019
Morgan Stanley Atlanta GA 07/2019 09/2020
Wells Fargo Clearing Services, Llc Washington DC 09/2020 Present
Previous Registrations
  • 2019-07-24 → 2020-09-04
    Morgan Stanley
    Atlanta, GA
  • 2008-01-01 → 2019-07-16
    Wells Fargo Clearing Services, Llc
    Washington, DC
    Washington, DC
  • 2002-12-03 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Washington, DC
    Washington, DC
    St. Louis, MO
  • 2001-07-24 → 2002-06-27
    A. G. Edwards & Sons, Inc.
    Mystic, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-20
S63 Uniform Securities Agent State Law Examination 1989-06-08
  • S65 Uniform Investment Adviser Law Examination
    1996-05-20
  • S63 Uniform Securities Agent State Law Examination
    1989-06-08
Other Names
  • Matthew Clyde Wiest
  • Matthew Wiest

View on SEC IAPD

Other Firms

KESTRA ADVISORY SERVICES, LLC
PEAK INVESTMENT ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
TRUIST ADVISORY SERVICES, INC.
MILESTONE ASSET MANAGEMENT, LLC
EQUITY SERVICES, INC.
MY WEALTH MANAGEMENT, INC

Other Investors

DAVID ALLEN ROPER
SEAN EVERETT FALK
JEFFREY DAVID HILWIG
Alvin Costa
KATHERINE JENNIFER KOHLER
Robyn Crossan
MARK RONALD MUELLER
Jeffrey Rauworth White

Other Offices

KESTRA ADVISORY SERVICES, LLC · GERMANTOWN, MD
PEAK INVESTMENT ADVISORS, INC. · GERMANTOWN, MD
WELLS FARGO CLEARING SERVICES, LLC · GERMANTOWN, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GERMANTOWN, MD
THRIVENT INVESTMENT MANAGEMENT INC. · GERMANTOWN, MD
TRUIST ADVISORY SERVICES, INC. · GERMANTOWN, MD
KESTRA ADVISORY SERVICES, LLC · Germantown, MD
MILESTONE ASSET MANAGEMENT, LLC · Germantown, MD

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