Michael Studer

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 11/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Summit, NJ
• 11/2016 → 01/2025
  Wells Fargo Clearing Services, Llc
  Summit, NJ
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Fairfield, NJ

Previous Registrations

• 2009-01-21 → 2024-08-27
  Wells Fargo Clearing Services, Llc
  New York, NY
  New York, NY
  Summit, NJ
  St. Louis, MO
  New York, NY
  Iselin, NJ
• 2007-03-27 → 2007-10-17
  A. G. Edwards & Sons, Inc.
  Wall Township, NJ

Other Businesses

UNITED STATES AMATEUR BASEBALL LEAGUE; NOT INV RELATED; POINT PLEASANT, NJ; LEAGUE EMPIRE; START 04/01/2024; 48 HUORS PER MONTH; 0 HOURS DURING TRADING; LEAGUE EMPIRE.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-26
• S63 Uniform Securities Agent State Law Examination
  1998-03-12

Other Names

• Michael Patrick Studer