Sarah Scholz Mijts

CRD 5240839 · Wells Fargo Advisors · Palo Alto, CA

IA RegisteredBroker

Also appears in the source record as: Sarah S Mijts; Sarah Anne Scholz

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 99TOSIESeries 7Series 10Series 9Series 66
Registered states (41): Alaska · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 19
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 (11)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Palo Alto, CA · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Palo Alto, CA · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Palo Alto, CA · IA capacity

start not retrieved → present
Rockefeller Capital Management
Los Gatos, CA · IA capacity

May 11, 2022 → Feb 20, 2024
Rockefeller Financial LLC
Los Gatos, CA · BC capacity

May 11, 2022 → Feb 20, 2024
Morgan Stanley
Los Gatos, CA · IA capacity

Jun 8, 2021 → May 11, 2022
Morgan Stanley
Los Gatos, CA · BC capacity

Jun 8, 2021 → May 11, 2022
First Republic Investment Management, Inc.
Palo Alto, CA · IA capacity

Apr 19, 2022 → Apr 26, 2022
First Republic Securities Company, LLC
Palo Alto, CA · BC capacity

Apr 18, 2022 → Apr 26, 2022
Wells Fargo Investments, LLC
Menlo Park, CA · IA capacity

Dec 18, 2006 → Jan 3, 2011
Wells Fargo Investments, LLC
Menlo Park, CA · BC capacity

Dec 4, 2006 → Jan 3, 2011

Source & corrections

Where this page comes from

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