Michael Lawrence Carmona

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

• 06/2025 → Present
  Wells Fargo Clearing Services, Llc
  Seattle, WA
• 08/2021 → Present
  Wells Fargo Bank, Na
  Seattle, WA
• 01/2021 → 12/2022
  Trusted Healthcare Solutions
  Sarasota, FL
• 11/2017 → 01/2021
  J&J Willcare
  Venice, FL
• 06/2018 → 05/2019
  Virtus Academy
  Venice, FL
• 12/2017 → 05/2018
  Invo-Progressus
  Sarasota, FL
• 02/2017 → 11/2017
  Community Abilities And Beyond
  Sarasota, FL
• 12/2015 → 01/2017
  Arc Of Alachua County
  Gainesville, FL

Previous Registrations

• 2013-02-06 → 2013-10-28
  Wells Fargo Clearing Services, Llc
  Ocala, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-30
• S63 Uniform Securities Agent State Law Examination
  2025-07-16
• S66 Uniform Combined State Law Examination
  2013-01-31