Michael A Ratner

CRD 2827641 · Wells Fargo Advisors · Boynton Beach, FL

IA RegisteredBroker

Also appears in the source record as: Michael Ratner

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 (11): California · Connecticut · Florida · Illinois · Nevada · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2827641 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 (14)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Boynton Beach, FL · BC capacity

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

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

start not retrieved → present
Suntrust Advisory Services, Inc.
Delray Beach, FL · IA capacity

Aug 19, 2016 → Sep 12, 2019
Suntrust Investment Services, Inc.
Boynton Beach, FL · BC capacity

Jun 17, 2016 → Sep 12, 2019
Suntrust Investment Services, Inc.
Boynton Beach, FL · IA capacity

Jun 20, 2016 → Dec 31, 2016
Ubs Financial Services Inc.
Boca Raton, FL · IA capacity

Apr 12, 2011 → Jul 5, 2016
Ubs Financial Services Inc.
Boca Raton, FL · BC capacity

Apr 11, 2011 → Jul 5, 2016
Charles Schwab & Co., Inc.
Boca Raton, FL · IA capacity

Sep 4, 2002 → Jan 31, 2011
Charles Schwab & Co., Inc.
Boca Raton, FL · BC capacity

Aug 15, 2002 → Jan 31, 2011
Dreyfus Service Corporation
Coral Gables, FL · IA capacity

Mar 4, 1998 → Jul 12, 2002
Dreyfus Service Corporation
New York, NY · BC capacity

Feb 26, 1998 → Jul 12, 2002
Cibc Oppenheimer
New York, NY · BC capacity

Jun 27, 1997 → Jan 16, 1998
Bishop, Allen, Inc.
New York, NY · BC capacity

Feb 4, 1997 → Aug 19, 1997

Source & corrections

Where this page comes from

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