William Terrell

CRD 1243850 · Wells Fargo Advisors · San Francisco, CA

IA RegisteredBroker

Also appears in the source record as: William M. Terrell; William Mclean Terrell

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (22): California · Colorado · Connecticut · Delaware · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Maine · Maryland · Massachusetts · Michigan · Nevada · New York · Oregon · Tennessee · Texas · Utah · Vermont · Washington
Years in the industry (source record): 41
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1243850 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (13)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
San Francisco, CA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
San Francisco, CA · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Francisco, CA · IA capacity

Jan 11, 2013 → Apr 19, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Francisco, CA · BC capacity

Jan 11, 2013 → Apr 19, 2021
Morgan Stanley
San Francisco, CA · IA capacity

Jun 1, 2009 → Feb 6, 2013
Morgan Stanley
San Francisco, CA · BC capacity

Jun 1, 2009 → Feb 6, 2013
Morgan Stanley & Co. Incorporated
San Francisco, CA · IA capacity

Aug 17, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
San Francisco, CA · BC capacity

Aug 17, 2007 → Jun 1, 2009
Ubs Financial Services Inc.
San Francisco, CA · IA capacity

Feb 25, 2005 → Sep 5, 2007
Ubs Financial Services Inc.
San Francisco, CA · BC capacity

Feb 25, 2005 → Sep 5, 2007
Citigroup Global Markets Inc.
San Francisco, CA · IA capacity

Jul 8, 1997 → Mar 24, 2005
Citigroup Global Markets Inc.
New York, NY · BC capacity

Apr 23, 1985 → Mar 24, 2005
Municicorp Of California
BC capacity

Jul 30, 1984 → Mar 11, 1985

Source & corrections

Where this page comes from

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