Stephanie B Werden

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 12/2016
  Axa Advisors, Llc
  New York, NY
• 12/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Francisco, CA

Previous Registrations

• 2008-11-04 → 2008-12-12
  First Republic Wealth Advisors, Llc
  San Francisco, CA
• 2001-04-20 → 2008-04-21
  Ubs Financial Services Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Weehawken, NJ

Other Businesses

STEPHANIE BRIGHT FITNESS, NOT INV RELATED, OAKLAND, CA, 100% OWNERSHIP, START 9/4/2018, 40 HRS/MONTH, 0 HRS DURING TRADING, TEACH BENEFITS OF EXERCISE. MS HEALTH AND FITNESS 2019; NOT INV RELATED; SAN FRANCISCO, CA; ONLINE PHOTO CONTESTANT; START 6/24/2019; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; PARTICIPATING IN A PHOTO SHOOT AND DO AN ARTICLE IF I WIN. RENTAL PROPERTY, INV RELATED, GEORGETOWN, TX, 100% OWNERSHIP WITH SPOUSE, START 1/31/2022, 4 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY, INV RELATED, LEANDER, TX, 100% OWNERSHIP WITH SPOUSE, START 2/15/2022, 4 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. SUCCESSOR TRUSTEE FOR UNCLES TRUST; INV. RELATED; OAKLAND, CA; START 12/2022; 2 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, ST. LOUIS, MO, 100% OWNERSHIP, START 3/31/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PROPERTY OWNER. RENTAL PROPERTY - RANCH; INV RELATED; GEORGETOWN, TX; RENT;100% OWNERSHIP; START DATE: 09/26/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - TAUNEYBROOK; INV RELATED; SAINT LOUIS, MO; RENTAL;100% OWNERSHIP; START DATE: 11/05/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; | UNCLE STEPH. LLC ; INV RELATED; OAKLAND, CA; HEALTHY FOOD OPTIONS;100% OWNERSHIP; START DATE: 11/08/2025; 8 HRS PER MONTH; 0 HRS DURING TRADING; | UNCLE STEPH LLC; INV RELATED;OAKLAND ,CA; QUALITY ;100% OWNERSHIP; START DATE: 03/06/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2016-10-03

Designations

• Certified Financial Planner

Other Names

• Stephanie Bright Lewis
• Stephanie B Lewis