Adviser and broker representative · Wells Fargo Clearing Services, LLC
Miguel Montejano
CRD 6451770 · Fort Worth, TX
At a glance
Miguel Montejano is an investment adviser representative with Wells Fargo Clearing Services, LLC in Fort Worth, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Miguel’s SEC record dates to 2015, about 11 years ago. Miguel is also registered as a broker representative.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince October 2024Fort Worth, TX · $671B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Miguel’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
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.