Amanda Rae Shives

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

• 04/2026 → Present
  Wells Fargo Clearing Services, Llc
  Rock Hill, SC
• 04/2026 → Present
  Wells Fargo Bank, Na
  Rock Hill, SC
• 09/2007 → 04/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 09/2007 → 04/2026
  Bank Of America, N.A.
  Charlotte, NC
• 09/2006 → 12/2020
  Gaston College
  Dallas, NC
• 10/2012 → 03/2019
  Speedway Motorsports, Inc.
  Charlotte, NC
• 11/2020 → 03/2021
  Western Governors University
  Salt Lake City, UT

Previous Registrations

• 2021-03-11 → 2026-04-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Charlotte, NC
  Gastonia, NC
  Fort Mill, SC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-08-01

Other Names

• Amanda Rae Shives
• Amanda Young
• Amanda Rae Young