Matthew Shriber

CRD 4252251 · Wells Fargo Advisors · San Francisco, CA

IA RegisteredBroker

Also appears in the source record as: Matthew J Shriber

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 6TOSIESeries 7Series 10Series 9Series 66
Registered states (6): Arkansas · California · Massachusetts · Oklahoma · Utah · Washington
Years in the industry (source record): 24
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 (15)

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
Lpl Financial LLC
San Diego, CA · IA capacity

Feb 19, 2021 → Jul 30, 2025
Lpl Financial LLC
San Diego, CA · BC capacity

Feb 19, 2021 → Jul 30, 2025
American Beacon Advisors, Inc.
Irving, TX · IA capacity

Apr 30, 2012 → Sep 21, 2022
Resolute Investment Distributors, Inc.
Irving, TX · BC capacity

Feb 28, 2018 → Jan 7, 2021
Foreside Fund Services, LLC
Portland, ME · BC capacity

Apr 11, 2012 → Mar 1, 2018
Envestnet Portfolio Solutions, Inc.
Berwyn, PA · IA capacity

Oct 4, 2011 → Dec 20, 2011
Directed Services LLC
Scottsdale, AZ · IA capacity

May 6, 2010 → Dec 1, 2010
Directed Services LLC
West Chester, PA · BC capacity

May 5, 2010 → Dec 1, 2010
Hartford Life Distributors, LLC
Hartford, CT · BC capacity

Jul 11, 2006 → May 4, 2010
Wm Financial Services, Inc.
Seattle, WA · IA capacity

Mar 7, 2005 → Jul 17, 2006
Wm Financial Services, Inc.
Seattle, WA · BC capacity

Mar 7, 2005 → Jul 17, 2006
Merrill Lynch Pierce Fenner & Smith Inc.
Seattle, WA · IA capacity

Nov 20, 2000 → Mar 2, 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Oct 10, 2000 → Mar 2, 2005

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 4252251 ↗ FINRA BrokerCheck record for CRD 4252251 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.