Carlos Andres Nunez

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

• 08/2024 → 07/2025
  Morgan Stanley
  Sandy, UT
• 05/2023 → 03/2024
  Earth Harbor Naturals
  Springville, UT
• 04/2022 → 08/2022
  Earth Harbor Naturals
  Springville, UT
• 10/2021 → 02/2022
  Utah Valley University
  Orem, UT
• 03/2021 → 10/2021
  Arup Laboratories
  Salt Lake City, UT
• 03/2024 → 08/2024
  Unemployed
  Spanish Fork, UT
• 08/2022 → 05/2023
  Graduate Student
  Salt Lake City, UT
• 02/2022 → 04/2022
  Unemployed
  Spanish Fork, UT
• 08/2020 → 12/2020
  Utah Valley University
  Orem, UT
• 08/2018 → 08/2020
  University Student
  Orem, UT
• 06/2018 → 08/2018
  Jcpenny
  Provo, UT
• 10/2014 → 06/2018
  High School Student / Unemployed
  Spanish Fork, UT
• 06/2020 → 06/2020
  Elwood Staffing / Supranaturals
  Springville, UT
• 12/2020 → 03/2021
  Unemployed
  Spanish Fork, UT
• 07/2025 → Present
  Wells Fargo Clearing Services
  Salt Lake City, UT

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-02

Other Names

• Carlos A Nunez