Michael James Stevens

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Kendall Park, NJ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Kendall Park, NJ

Other Businesses

ALPHA WOLF LLC ; INV RELATED; ANACONDA, MT; LLC;100% OWNERSHIP; START DATE: 06/20/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-08
• S63 Uniform Securities Agent State Law Examination
  1997-10-03

Other Names

• Mike Stevens