Sonje Moore

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

• 07/2024 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 07/2024 → Present
  Wells Fargo Bank, Na
  Charlotte, NC
• 08/2023 → 05/2024
  Winston Salem State University
  Winston Salem, NC
• 06/2023 → 08/2023
  Wells Fargo Bank
  Charlotte, NC
• 01/2022 → 06/2023
  Winston Salem State University
  Winston Salem, NC
• 08/2021 → 01/2022
  Ups
  Columbus, OH
• 08/2020 → 08/2021
  Berklee College Of Music
  Boston, MA
• 08/2019 → 08/2020
  Fort Hayes Highschool
  Columbus, OH
• 06/2019 → 08/2019
  H&M
  Columbus, OH
• 08/2018 → 06/2019
  Fort Hayes Highschool
  Columbus, OH
• 08/2016 → 06/2019
  Beechcroft Highschool
  Columbus, OH

Other Businesses

Currency of Heaven ; not investment related; Westerville, Ohio; Apparel Business; 100% Owner; Start date 7/21/2023; 24 hours a month to this business; zero hours during trading hours; HAVE LIFE CHURCH ; NOT INV RELATED;CHARLOTTE ,NC; RELIGIOUS ENTITY; MUSICIAN ; START DATE: 04/05/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-23
• S63 Uniform Securities Agent State Law Examination
  2024-12-02

Other Names

• Sonje Moore
• Sonje Lewis Denard Moore