Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?

Adviser and broker representative · Wells Fargo Clearing Services, LLC

Charles Z. Zheng

CRD 5517193 · Walnut Creek, CA

At a glance

Charles Z. Zheng is an investment adviser representative with Wells Fargo Clearing Services, LLC in Walnut Creek, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2008, about 18 years ago. Charles is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2008 (18 years)
Designations
None on file
Exams
Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Charles’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
4 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Wells Fargo Clearing Services, LLC

Every advisor at Wells Fargo Clearing Services, LLC →Wells Fargo Clearing Services, LLC: assets, clients and custodians →Wells Fargo news, moves and payouts →Financial advisors in Walnut Creek, CA →Every Wells Fargo Clearing Services, LLC advisor in Walnut Creek →Advisor Moves: who changed firms this week →