Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wells Fargo Clearing
Location
Titusville, FL 32780
Credentials
Series 63, Series 65
Industry experience
< 1 year
Flat annual fees or one-time fees available; one-time service fees payable immediately after services are provided
$0 - $1M: 0.1% to 1.0% (10 to 100 bps) with a minimum fee of $500 and maximum fee of $10,000 $1M - $5M: 0.1% to 0.7% (10 to 70 bps) with a minimum fee of $1,000 and maximum fee of $30,000 $5M - $10M: 0.1% to 0.5% (10 to 50 bps) with a minimum fee of $3,500 and maximum fee of $40,000 $10M - $25M: 0.01% to 0.25% (1 to 25 bps) with a minimum fee of $5,000 and maximum fee of $100,000
Commissions are reported in SEC Part 1 and the firm is a broker-dealer; specific commission rates not disclosed in brochure
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size
Wells Fargo Clearing
2026 - Present (1 year)
Wells Fargo Bank, nA
2026 - Present (1 year)
First Command Advisory Services, Inc.
2025 - 2025 (1 year)
First Command Insurance Services, Inc.
2025 - 2025 (1 year)
First Command Brokerage Services, Inc.
2025 - 2025 (1 year)
Doordash
2024 - 2025 (1 year)
First Command Brokerage Services, Inc.
2024 - 2025 (1 year)
Parkside
2023 - 2024 (1 year)
GameTruck Sacramento
2022 - 2023 (1 year)
Asurion LLC
2019 - 2022 (3 years)
United States Army
2017 - Present (9 years)
Unemployed/Student
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Cocoa, FL
Edward Jones
Series 66
Cocoa, FL
Edward Jones
Series 63, Series 66
Titusville, FL
Fidelity
Madison Gay is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has progressed through several positions within Fidelity Investments, including Workplace Planning Consultant III, II, and I from 2023 to 2025, and Customer Relationship Advocate from 2022 to 2023. In her current role, Madison partners with clients to understand their goals and develop financial plans tailored to their unique needs. Her experience at Fidelity Investments has provided her with a comprehensive understanding of workplace planning and client relationship management. Madison leverages this expertise to assist clients in aligning their financial plans with their life visions. Outside of her professional work, Madison enjoys board games, family activities, scuba diving, and swimming.
Series 66
Titusville, FL
Edward Jones
Series 66
Cocoa, FL
Edward Jones
Series 66
Titusville, FL
Edward Jones
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