Isabel Irene Bassi

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

• 08/2018 → 05/2022
  Claraphi Advisory Network, Llc
  San Rafael, CA
• 08/2013 → 05/2018
  California State University, Chico
  Chico, CA
• 05/2014 → 08/2017
  Marin Country Club
  Novato, CA
• 05/2022 → Present
  Wells Fargo Clearing Services, Llc
  San Rafael, CA

Previous Registrations

• 2019-12-18 → 2021-10-17
  Claraphi Advisory Network, Llc
  San Rafael, CA

Other Businesses

RENTAL PROPERTY; INV RELATED; NOVATO, CA; 100% OWNERSHIP; START 02/10/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; RENTING ROOM IN HOME.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-19
• S65 Uniform Investment Adviser Law Examination
  2019-12-18

Other Names

• Isabel Irene Steward
• Isabel Bassi