Brian Leo Schoenle

CRD 1471142 · Wells Fargo Advisors · Naples, FL

IA RegisteredBroker

Also appears in the source record as: Brian Schoenle

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 66Series 63
Registered states (12): Arkansas · Colorado · Delaware · Florida · Illinois · Massachusetts · Michigan · Minnesota · Missouri · Oklahoma · Utah · Washington
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (22)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Naples, FL · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Fort Myers, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Fort Myers, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Naples, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Naples, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Fort Myers, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Fort Myers, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Naples, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Naples, FL · IA capacity

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

Jan 5, 2016 → Feb 2, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Diego, CA · BC capacity

Jan 4, 2016 → Feb 2, 2017
Morgan Stanley
Minneapolis, MN · IA capacity

Feb 8, 2014 → Jun 29, 2015
Morgan Stanley
Minneapolis, MN · BC capacity

Feb 8, 2014 → Jun 29, 2015
Newport Coast Securities, Inc.
Irvine, CA · BC capacity

Apr 5, 2011 → Sep 10, 2012
Newport Coast Asset Management
Irvine, CA · IA capacity

Jan 3, 2011 → Sep 10, 2012
Ubs Financial Services Inc.
San Diego, CA · IA capacity

Aug 1, 2008 → Jan 6, 2009
Ubs Financial Services Inc.
Weehawken, NJ · BC capacity

Jun 23, 2008 → Jan 6, 2009
Merrill Lynch Trust Company
Los Angeles, CA · IA capacity

Apr 5, 2006 → Nov 28, 2006
Wilmington Brokerage Services Company
Wilmington, DE · BC capacity

Jun 19, 2001 → Jul 5, 2002
Smith Barney, Harris Upham & Co., Incorporated
New York, NY · BC capacity

May 1, 1991 → Sep 29, 1992
Kidder, Peabody & Co. Incorporated
New York, NY · BC capacity

Sep 12, 1989 → Feb 12, 1990
Midland Management Corp.
BC capacity

Apr 25, 1986 → Jul 14, 1986

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1471142 ↗ FINRA BrokerCheck record for CRD 1471142 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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