Studio City, CA 12251 Ventura Blvd Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
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
Location
12251 Ventura Blvd
Studio City CA 91604
Advisors at this office
4
Advisors at this office
Brently Y
Series 63, Series 65
Studio City, CA
Wells Fargo Clearing
Brently Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo in 2022. 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.
Andrew C
Series 63, Series 66
Studio City, CA
Wells Fargo Clearing
Andrew Castaneda is a financial advisor with Wells Fargo Clearing in Studio City, CA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports retirement plans with a range of consulting and discretionary investment services, utilizing research from its Investment Institute and third-party sources.
Bianka P
Series 63, Series 66
Studio City, CA
Wells Fargo Clearing
Bianka Peneva is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., J.P. Morgan Securities, and JPM Chase BANK. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.
Pedram A
ChFC®, Series 63, Series 65
Studio City, CA
Wells Fargo Clearing
Pedram Afzal is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Wells Fargo in 2022, he spent 10 years at J.P. Morgan Securities. Outside of his advisory work, Afzal is an author of a book titled "Overdraft Queen." Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, employing diversification and modern portfolio theory within the constraints of custodian platform options.
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