Ryan D Chavez

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

• 03/2008 → Present
  Wells Fargo Bank
  San Diego, CA
• 02/2021 → Present
  Wells Fargo Clearing Services
  San Diego, CA

Previous Registrations

• 2005-05-03 → 2008-04-14
  Wells Fargo Investments, Llc
  San Diego, CA
  San Diego, CA
• 2004-06-14 → 2005-05-03
  Morgan Stanley Dw Inc.
  La Mesa, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-18
• S63 Uniform Securities Agent State Law Examination
  2026-05-15
• S66 Uniform Combined State Law Examination
  2004-02-20

Designations

• Certified Financial Planner

Other Names

• Ryan Chavez
• Ryan Dean Chavez