Michael E Terry
Financial advisor at Wells Fargo Advisors · Carlsbad, CA
Last updated 2026-10-10
Claim your profileMichael E Terry is a financial advisor at Wells Fargo Advisors in Carlsbad, CA, CRD 2420240. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2003-06-05.
Registration
- CRD number
- 2420240
- Registration status
- Active
- IAPD registration
- 2003-06-05
- Industry Experience
- 23 years
- Work Experience
- 15 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 66
Work history
- 2011-04 to 2023-06 · Morgan Stanley · San Diego, CA
- 2015-01 to 2023-06 · Morgan Stanley Private Bank, National Association · New York, NY
- 2023-06 to Present · Wells Fargo Clearing Services, LLC · Carlsbad, CA
- 2015-01 to Present · Morgan Stanley Private Bank, N.A · New York, NY
Current employment
- Wells Fargo Clearing Services, LLC · St. Louis, MO
Wells Fargo Advisors
- Regulatory AUM
- $671,421,842,699
- Registered advisors
- 14,675
- Offices
- 5,961
- Clients per advisor
- 90.2 (Moderate)
- Average AUM per client
- $507.1K (Low)
- High-net-worth client ratio
- 49.4% (Moderate)
Wells Fargo Advisors: advisors, services and reported ETF investments
About
Michael E Terry is a financial advisor at Wells Fargo Clearing Services, LLC, operating as Wells Fargo Advisors in Carlsbad, CA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 23 years of industry experience and 15 years of reported work history.
Wells Fargo Advisors' firm-level Form ADV reports 14,675 advisors across 5,961 offices; approximately 90.2 clients per advisor, average assets per client of $507,052, and regulatory AUM of $671.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
What this firm offers
Filed by Wells Fargo Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
5800 Armada Dr Ste 300, Carlsbad, CA 92008
17 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Michael E Terry?
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