Bryce Jacob Bordwell
Also appears in the source record as: Bryce J Bordwell; Bryce Bordwell
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- SIESeries 31Series 7Series 66
- Registered states (28)
- Arizona · California · Colorado · Delaware · Florida · Hawaii · Idaho · Illinois · Indiana · Louisiana · Massachusetts · Minnesota · Montana · Nebraska · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Washington · Wyoming
- Years in the industry (source record)
- 21
- 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 (9)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
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start not retrieved → present
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Citigroup Global Markets Inc.Costa Mesa, CA · IA capacityOct 19, 2007 → May 24, 2012
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Citigroup Global Markets Inc.Costa Mesa, CA · BC capacityOct 18, 2007 → May 24, 2012
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Unionbanc Investment Services, LLCNewport Beach, CA · IA capacityJul 24, 2006 → Oct 17, 2007
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Unionbanc Investment Services, LLCNewport Beach, CA · BC capacityJul 24, 2006 → Oct 17, 2007
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Morgan StanleyIrvine, CA · IA capacityFeb 11, 2005 → Jun 5, 2006
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Morgan Stanley Dw Inc.Purchase, NY · BC capacityJan 25, 2005 → Jun 5, 2006
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.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.