Andrew Mcphail

CRD 5923018 · Wells Fargo Advisors · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Andrew E Mcphail; Andrew Edward Mcphail

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSIESeries 7Series 66Series 63
Registered states (27): Alabama · Arizona · California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Louisiana · Maryland · Massachusetts · Michigan · Missouri · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virgin Islands · Virginia · Washington · Wisconsin
Years in the industry (source record): 9
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
St. Louis, MO · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Charlotte, NC · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Charlotte, NC · IA capacity

start not retrieved → present
Wells Fargo Advisors
Charlotte, NC · IA capacity

Mar 11, 2026 → Mar 20, 2026
Wells Fargo Advisors Financial Network, LLC
St. Louis, MO · BC capacity

Jan 17, 2023 → Mar 20, 2026
Suntrust Investment Services, Inc.
Charlotte, NC · IA capacity

Aug 16, 2011 → May 23, 2016
Suntrust Investment Services, Inc.
Charlotte, NC · BC capacity

Jul 19, 2011 → May 23, 2016

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5923018 ↗ FINRA BrokerCheck record for CRD 5923018 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. 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.