Adviser and broker representative · Wells Fargo Clearing Services, LLC
Oscar M. Gonzalez
CRD 2880532 · Boca Raton, FL
At a glance
Oscar M. Gonzalez is an investment adviser representative with Wells Fargo Clearing Services, LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Oscar’s SEC record dates to 2000, about 26 years ago. Oscar is also registered as a broker representative.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince March 2022Boca Raton, FL · $671B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Oscar’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
- 8 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.