Michele Ewertz
Also appears in the source record as: Michele Ewertz; Michele Rene Ewertz; Michele Rene Menzel
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- Series 3SIESeries 7Series 10Series 9Series 66Series 63
- Registered states (1)
- Texas
- Years in the industry (source record)
- 7
- 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
- 11025
- SEC number
- 801-57434
- Assets under management
- $252.3B as of Jun 3, 2026
- Website
- stories.wf.com ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (10)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Robinhood Asset ManagementHaslet, TX · IA capacityMar 26, 2026 → Jul 30, 2026
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Robinhood Financial, LLCWestlake, TX · BC capacityNov 11, 2025 → Jul 30, 2026
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J.P. Morgan Securities LLCPlano, TX · BC capacityJun 8, 2022 → Oct 28, 2025
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Equitable Advisors, LLCFort Worth, TX · BC capacityJan 1, 2022 → Mar 14, 2022
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Charles Schwab & Co., Inc.Westlake, TX · BC capacityApr 28, 2020 → Oct 16, 2020
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Fidelity Brokerage Services LLCWestlake, TX · BC capacityMay 5, 2016 → Apr 23, 2019
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: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.