Adviser and broker representative · Wells Fargo Clearing Services, LLC
David A. Cuellar
CRD 2063300 · Palo Alto, CA
At a glance
David A. Cuellar is an investment adviser representative with Wells Fargo Clearing Services, LLC in Palo Alto, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 1997, about 29 years ago. David is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince November 2014Palo Alto, CA · $671B in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
David’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
- 3 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
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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.