Aida Rosas

CRD 6487672 · Wells Fargo Advisors · Monterey, CA

IA RegisteredBroker

Also appears in the source record as: Aida Zuniga

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (1): California
Years in the industry (source record): 11
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 AdvisorsCurrent
Monterey, CA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Monterey, CA · BC capacity

start not retrieved → present
Strategic Advisers LLC
Monterey, CA · IA capacity

Apr 4, 2025 → Apr 11, 2025
Fidelity Brokerage Services LLC
Monterey, CA · BC capacity

Mar 18, 2025 → Apr 11, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Monterey, CA · IA capacity

Aug 18, 2021 → Feb 4, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Monterey, CA · BC capacity

Aug 18, 2021 → Feb 4, 2025
J.P. Morgan Securities LLC
Salinas, CA · IA capacity

Oct 10, 2017 → Aug 18, 2021
J.P. Morgan Securities LLC
Salinas, CA · BC capacity

Jul 7, 2015 → Aug 18, 2021

Source & corrections

Where this page comes from

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