Adviser and broker representative · Wells Fargo Clearing Services, LLC
Cydnie Callaway
CRD 3170875 · Holladay, UT
At a glance
Cydnie Callaway is an investment adviser representative with Wells Fargo Clearing Services, LLC in Holladay, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cydnie’s SEC record dates to 2002, about 24 years ago. Cydnie is also registered as a broker representative.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince July 2011Holladay, UT · $671B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Cydnie’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
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.