Reza Manshouri

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 10/2012 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 11/2012 → 10/2021
  Bank Of America, N.A
  San Francisco, CA
• 10/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  San Francisco, CA

Previous Registrations

• 2012-10-22 → 2021-10-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2009-06-01 → 2012-11-06
  Morgan Stanley
  San Francisco, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 2002-12-11 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Francisco, CA
  San Francisc, CA

Other Businesses

ASYMMETRY FINANCIAL LLC, INV RELATED, SAN FRANCISCO, CA, 100% OWNERSHIP, START 10/6/2021, 200 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-27