Steven Pichardo, financial advisor Encino CA

Steven Pichardo

CRD Number: 6936771
Current Firm: Wells Fargo Clearing Services, LLC

Steven Pichardo (CRD# 6936771) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Encino, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services LLC Northridge, CA Apr 2018 - Current 4
Wells Fargo Bank Na Northridge, CA Jul 2016 - Current 5
California State University Northridge Northridge, CA Aug 2015 - May 2017 1
Marshalls Canoga Park, CA Aug 2013 - Jun 2016 2
Los Angeles Pierce College Winnetka, CA May 2013 - May 2015 2
Abercrombie And Fitch Northridge, CA Jun 2013 - Jul 2013 < 1
High Tech Los Angeles High School Van Nuys, CA Aug 2009 - May 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Steven A. Pichardo
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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