Melissa Ann Barnes

CRD 3059521 · Wells Fargo Advisors · Stuart, FL

IA RegisteredBroker

Also appears in the source record as: Melissa Barnes; Melissa Ann Kelso; Melissa Ann Rosenfelder

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (6): Colorado · Florida · Illinois · New Hampshire · Pennsylvania · Tennessee
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 (17)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Stuart, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Stuart, FL · BC capacity

start not retrieved → present
Pnc Investments
Port St. Lucie, FL · IA capacity

Sep 16, 2013 → Nov 20, 2018
Pnc Investments
Port St. Lucie, FL · BC capacity

Sep 10, 2013 → Nov 20, 2018
Bb&t Investment Services, Inc.
Jupiter, FL · IA capacity

Nov 1, 2012 → Aug 30, 2013
Bb&t Investment Services, Inc.
Jupiter, FL · BC capacity

Oct 15, 2012 → Aug 30, 2013
Lpl Financial LLC
Palm City, FL · IA capacity

May 24, 2010 → Oct 12, 2012
Lpl Financial LLC
Palm City, FL · BC capacity

May 14, 2010 → Oct 12, 2012
First Command Financial Planning, Inc.
Palm City, FL · IA capacity

Nov 21, 2008 → May 5, 2010
First Command Financial Planning, Inc.
Palm City, FL · BC capacity

Oct 27, 2008 → May 5, 2010
Countrywide Investment Services, Inc.
Palm Beach Gardens, FL · IA capacity

Jan 30, 2008 → Sep 4, 2008
Countrywide Investment Services, Inc.
Palm Beach Gardens, FL · BC capacity

Apr 4, 2007 → Sep 4, 2008
A. G. Edwards & Sons, Inc.
Stuart, FL · IA capacity

Jun 7, 2004 → Dec 11, 2006
A. G. Edwards & Sons, Inc.
Stuart, FL · BC capacity

Mar 12, 2004 → Dec 11, 2006
High Mark Securities, Inc.
Lakeland, FL · BC capacity

Nov 5, 2003 → May 10, 2004
Fiserv Investor Services, Inc.
Houston, TX · BC capacity

Apr 30, 2003 → Oct 30, 2003
First Union Brokerage Services, Inc.
Charlotte, NC · BC capacity

Jun 30, 1998 → Oct 1, 2000

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 3059521 ↗ FINRA BrokerCheck record for CRD 3059521 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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