Samantha Lewins

CRD 4714866 · Wells Fargo Advisors · Corte Madera, CA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (1): California
Years in the industry (source record): 13
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 (8)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Corte Madera, CA · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Corte Madera, CA · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Corte Madera, CA · IA capacity

start not retrieved → present
J.P. Morgan Private Wealth Advisors LLC
San Francisco, CA · IA capacity

May 24, 2013 → Jul 17, 2024
J.P. Morgan Securities LLC
San Francisco, CA · IA capacity

May 28, 2024 → Jul 13, 2024
J.P. Morgan Securities LLC
San Francisco, CA · BC capacity

Sep 29, 2023 → Jul 13, 2024
First Republic Securities Company, LLC
San Francisco, CA · BC capacity

Jul 5, 2012 → Sep 29, 2023
Stifel, Nicolaus & Company, Incorporated
San Francisco, CA · BC capacity

Mar 19, 2012 → Jun 29, 2012

Source & corrections

Where this page comes from

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