Corey Somarriba

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

• 03/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Irvine, CA
• 11/2016 → 07/2019
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 08/2019 → 01/2021
  Ubs Financial Services Inc.
  New York, NY
• 01/2021 → Present
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
• 04/2026 → Present
  Wells Fargo Advisors Financial Network
  Irvine, CA

Previous Registrations

• 2019-08-23 → 2021-01-29
  Ubs Financial Services Inc.
  New York, NY
• 2013-06-03 → 2019-07-23
  Wells Fargo Clearing Services, Llc
  Irvine, CA
  El Segundo, CA
  Los Angeles, CA
  Irvine, CA
  Newport Beach, CA
  San Diego, CA

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; BROKEN ARROW,OK; 50% OWNERSHIP; START DATE 10/29/2016; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-31

Other Names

• Corey Matthew Somarriba