Michael Thomas Meyers

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

• 03/2016 → 11/2016
  Wells Fargo Advisors, Llc
  San Francisco, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Francisco, CA

Previous Registrations

• 2009-05-12 → 2016-04-18
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 1999-11-15 → 2009-05-28
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

TRUSTEE OF SPOUSE'S TRUST FBO CHILDREN; INV. RELATED; ORINDA, CA; START DATE 12/18/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING. PRG LAGUNA BEACH 2, LLC; INV RELATED; LAGUNA BEACH,CA; BOUTIQUE HOTEL ;100% OWNERSHIP; START DATE: 02/02/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-29
• S63 Uniform Securities Agent State Law Examination
  1994-11-25

Other Names

• Michael T Meyers