Pasadena, CA W Colorado Blvd Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

14,115

Across 1,524 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.

For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.

A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.

Based on WELLS FARGO Advisors

Occupation focus

Retired Founder/Business Owner

Based on WELLS FARGO Advisors

Location

350 W Colorado Blvd Ste 390, [Lc Rbo]

Pasadena CA 91105

Advisors at this office

37

Advisors at this office

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Elizabeth C

Series 63

Pasadena, CA

Wells Fargo Clearing

Elizabeth Canales is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a total of 12 years of experience working with Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Retired Founder/Business Owner
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Irina B

Series 66

Pasadena, CA

Wells Fargo Clearing

Irina Bykova is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Bank NA since 1997, joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Nhan L

Series 66, Series 63

Pasadena, CA

Wells Fargo Clearing

Nhan Le is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 66 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2015. Outside of his advisory work, Le co-owns GML Design, a resale product sourcing business operated with his spouse. Wells Fargo Advisors is a national securities firm delivering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from the Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions, serving over 14,000 advisors and managing approximately $671 billion in assets.

Retired Founder/Business Owner
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Nathan T

CFP®, ChFC®, Series 66

Pasadena, CA

Wells Fargo Clearing

Nathan Towns is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, including 12 years at Merrill before joining Wells Fargo Clearing in 2026. Outside of his advisory work, he owns a sole proprietorship through which he occasionally buys and sells basketball and football collectibles. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics focused on diversification and modern portfolio theory.

Retired Founder/Business Owner
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Cynthia S

Series 66

Pasadena, CA

Wells Fargo Clearing

Cynthia Sherman is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various roles since 2005. Outside of her advisory work, she serves as the trustee of her deceased mother's trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Diego G

Series 63, Series 65

Pasadena, CA

Wells Fargo Clearing

Diego Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Bank of America, Merrill, and Citigroup. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Derenik S

Series 63, Series 66

Pasadena, CA

Wells Fargo Clearing

Derenik Sardarimasihi is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo, he worked at HSBC Securities (USA) Inc., Unionbanc Investment Services, MUFG Union Bank, HSBC Bank USA, N.A., Bank of the West, and Courtesy Electric. Outside of his advisory role, he serves as an in-home care provider for his parents. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Retired Founder/Business Owner
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Orzalla S

Series 66

Pasadena, CA

Wells Fargo Clearing

Orzalla Sulaimankhil is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities and JP Morgan Chase Bank LLC. Outside of her advisory role, she owns and manages TGT Holdings, LLC and IPQG Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment vehicles such as insurance-related products and bank deposit sweep options.

Retired Founder/Business Owner
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Kambiz T

Series 63, Series 65

Pasadena, CA

Wells Fargo Clearing

Kambiz Tangestanifar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Raye T

Series 63, Series 66

Pasadena, CA

Wells Fargo Clearing

Raye Thomas is a financial advisor with Wells Fargo Clearing in Santa Monica, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Gregory G

Series 63, Series 65

Pasadena, CA

Wells Fargo Clearing

Gregory Gutierrez is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior firms include Morgan Stanley and Citigroup Global Markets. Outside of finance, he is involved in music, including receiving passive royalties and performing as a guitarist and singer with the Three O'Clock Band. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Anahid K

Series 66

Pasadena, CA

Wells Fargo Clearing

Anahid Kyupelyan is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various roles since 2013. Outside of her financial career, she works as a caregiver for the City of Los Angeles In-Home Supportive Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages over $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Mahsa N

Series 63, Series 65

Pasadena, CA

Wells Fargo Clearing

Mahsa Nobakht Fard is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2004. She holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
user avatar

Sevan K

Series 66

Pasadena, CA

Wells Fargo Clearing

Sevan Karakesisian is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Retired Founder/Business Owner
user avatar

Simon L

Series 63, Series 66

Pasadena, CA

Wells Fargo Clearing

Simon Lui is a financial advisor with Wells Fargo Clearing based in Pasadena, CA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including seven years at J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Retired Founder/Business Owner
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