Christian Guerrero

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

• 06/2017 → 05/2024
  Publix
  Deltona, FL
• 12/2023 → 06/2024
  United Arts Of Central Florida
  Orlando, FL
• 01/2014 → 05/2018
  Deland High School
  Deltona, FL
• 06/2024 → 10/2025
  Charles Schwab & Co., Inc.
  Austin, TX
• 11/2025 → Present
  Wells Fargo Clearing Services, Llc
  Bastrop, TX
• 10/2025 → Present
  Wells Fargo Bank, Na
  Bastrop, TX
• 08/2018 → 05/2019
  Embry Riddle Aeronautical University
  Daytona Beach, FL
• 08/2019 → 12/2021
  Daytona State College
  Daytona Beach, FL
• 01/2022 → 05/2024
  Stetson University
  Deland, FL
• 08/2024 → 10/2024
  Cantina512
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-01
• S63 Uniform Securities Agent State Law Examination
  2024-10-23

Other Names

• Christian Guerrero Garcia