Danalicia Shalana Charles

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

• 10/2025 → Present
  Wells Fargo Clearing Services, Llc
  Abingdon, MD
• 10/2019 → Present
  Wells Fargo Bank, Na
  Abingdon, MD
• 01/2018 → 04/2018
  Dunkin Donuts
  Brooklyn, NY
• 05/2018 → 12/2018
  Summit Home Remodeling
  Baltimore, MD
• 01/2019 → 12/2019
  Hollister And Co.
  Nottingham, MD
• 01/2019 → 10/2019
  Dunkin Donuts
  Baltimore, MD
• 09/2014 → 10/2017
  University Of The West Indies
  St. Augustine

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-25
• S63 Uniform Securities Agent State Law Examination
  2026-02-02

Other Names

• Dani Charles
• Danalicia Charles