Sarita Dhami

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
  Manassas, VA
• 10/2023 → Present
  Wells Fargo Bank, Na
  Manassas, VA
• 09/2019 → 07/2021
  Suntrust Bank
  Chantilly, VA
• 05/2018 → 08/2019
  Fvc Bank
  Reston, VA
• 01/2015 → 09/2016
  Etihad Airways
  Kathmandu
• 04/2018 → 05/2018
  The Home Depot
  South Riding, VA
• 07/2021 → 10/2023
  Envitek Solutions Llc
  Chantilly, VA
• 10/2016 → 04/2018
  Unemployed
  Chantilly, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-22
• S63 Uniform Securities Agent State Law Examination
  2025-09-18

Other Names

• Sarita Jha