Tendai Shereni, financial advisor Santa Fe NM

Tendai Shereni

CRD Number: 4813616
Current Firm: Wells Fargo Clearing Services, LLC

Tendai Shereni (CRD# 4813616) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Santa Fe, NM and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Santa Fe, NM Feb 2019 - Current 1
Anchorum St. Vincent Santa Fe, NM May 2017 - Jan 2019 1
Bluesky Enterprises Harare, Apr 2014 - Dec 2017 3
Thornburg Investment Management Santa Fe, NM Apr 2014 - May 2015 1
Thornburg Investment Management Santa Fe, NM Apr 2011 - Mar 2014 2
Thornburg Investment Santa Fe, NM May 2008 - Apr 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S66 NASAA Uniform Combined State Law Examination May 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Tendai Shereni
Phone Number: 314-875-3000
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
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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