Adviser and broker representative · Wells Fargo Advisors Financial Network, LLC
Erica Greene
CRD 6551362 · The Woodlands, TX
At a glance
Erica Greene is an investment adviser representative with Wells Fargo Advisors Financial Network, LLC in The Woodlands, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Erica’s SEC record dates to 2015, about 10 years ago. Erica is also registered as a broker representative.
Current advisory firms
- Wells Fargo Advisors Financial Network, LLCSince April 2026The Woodlands, TX · $252B in regulatory assets
- Wells Fargo Clearing Services, LLCSince April 2026St. Louis, MO · $671B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Erica’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
- 2 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.
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