Zeiry Yannuen Barillas

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

• 11/2015 → 09/2017
  Bank Of America, N.A.
  Roseville, CA
• 09/2017 → Present
  Wells Fargo Advisors
  Folsom, CA

Previous Registrations

• 2017-03-20 → 2017-09-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roseville, CA
  Roseville, CA
  Sacramento, CA

Other Businesses

ORANGEVALE HUSKIES YOUTH ATHLETIC, NOT INVT RELATED, ROSEVILLE, CA, TREASURER, START DATE 1/31/2025, 40 HRS PER MONTH, 0 HRS DURING TRADING,

Exams

• S66 Uniform Combined State Law Examination
  2017-03-17
• S63 Uniform Securities Agent State Law Examination
  2006-10-12

Other Names

• Zeiry Murillo
• Zeiry Yannven Barillas