Amy Michelle Birnbaum

CRD 2681239 · Wells Fargo Advisors · Cedar Park, TX

IA RegisteredBroker

Also appears in the source record as: Amy Birnbaum; Amy Michelle Mendelssohn; Amy Mendelssohn

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 31Series 7Series 10Series 9Series 65Series 63
Registered states (21): Arizona · Arkansas · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Kansas · Massachusetts · Minnesota · Montana · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Virginia · Wyoming
Years in the industry (source record): 30
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 (10)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Cedar Park, TX · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Cedar Park, TX · BC capacity

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

Oct 23, 2009 → Nov 2, 2010
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Antonio, TX · BC capacity

Oct 23, 2009 → Nov 2, 2010
Banc Of America Investment Services, Inc.
San Antonio, TX · IA capacity

Sep 30, 2005 → Oct 23, 2009
Banc Of America Investment Services, Inc.
San Antonio, TX · BC capacity

Sep 30, 2005 → Oct 23, 2009
Morgan Stanley
San Antonio, TX · IA capacity

Jul 24, 1998 → Oct 4, 2005
Morgan Stanley Dw Inc.
Purchase, NY · BC capacity

Jul 15, 1998 → Oct 4, 2005
Morgan Stanley & Co., Incorporated
New York, NY · BC capacity

May 8, 1996 → Jul 20, 1998
Intercontinental Asset Management Group, Ltd.
San Antonio, TX · BC capacity

Jan 17, 1996 → Jun 7, 1996

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 2681239 ↗ FINRA BrokerCheck record for CRD 2681239 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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