Neeharika Kadiri

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

• 01/2025 → Present
  Wells Fargo Clearing Services
  Charlotte, NC
• 01/2025 → Present
  Disys
  Mc Lean, VA
• 06/2024 → 12/2024
  Unemployed
  Concord, NC
• 01/2024 → 05/2024
  University Of North Carolina At Charlotte
  Charlotte, NC
• 07/2023 → 12/2023
  The Market Share Group
  Davidson, NC
• 08/2019 → 05/2020
  University Of North Carolina At Charlotte
  Charlotte, NC
• 08/2022 → 05/2023
  Summit Coffee Co.
  Huntersville, NC
• 06/2022 → 07/2022
  American Airlines
  Charlotte, NC
• 01/2021 → 11/2021
  Dixon Wells
  Charlotte, NC
• 08/2020 → 05/2021
  University Of North Carolina At Charlotte
  Charlotte, NC
• 08/2021 → 05/2022
  University Of North Carolina At Charlotte
  Charlotte, NC
• 08/2022 → 06/2023
  University Of North Carolina At Charlotte
  Charlotte, NC
• 06/2019 → 08/2019
  Unemployed
  Concord, NC
• 08/2018 → 06/2019
  Cox Mill High School
  Concord, NC
• 06/2018 → 08/2018
  Unemployed
  Concord, NC
• 08/2017 → 06/2018
  Cox Mill High School
  Concord, NC
• 06/2017 → 08/2017
  Unemployed
  Concord, NC
• 08/2016 → 06/2017
  Cox Mill High School
  Concord, NC
• 06/2020 → 08/2020
  University Of North Carolina At Charlotte
  Charlotte, NC
• 06/2022 → 08/2022
  University Of North Carolina At Charlotte
  Charlotte, NC
• 06/2021 → 08/2021
  University Of North Carolina At Charlotte
  Charlotte, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-11

Other Names

• Neeha Kadiri