Wells Fargo Clearing Services, LLC

Investment Advisor
in Miami, FL

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About this Advisor

Carla Inurritegui is a financial advisor who works out of Miami, Florida. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, Inurritegui has 10 years of practice as a registered investment advisor. Inurritegui holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Inurritegui can act as a financial advisor based out of Florida and Texas. During their career, the advisor has held roles at Jp Morgan Securities LLC, Jp Morgan Chase Bank, Wells Fargo Bank, Master Granite & Marble, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Miami, Florida, and has 6,239 other offices in the United States. Overall, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 accounts and retains more than 25,711 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 41% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Wells Fargo Clearing Services, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

333-355 Se 2Nd Ave/Met 2 [Ipcs-L8]
Miami, FL 33131

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management


FL Average: $11,469,110,461
Total Number of Employees


FL Average: 458
Total Number of Accounts


FL Average: 33,415
Average Account Size


FL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Carla Inurritegui Work History

Carla has 10 years of experience.

2016 - Present (6 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2014 - 2016 (2 years)

Jp Morgan Securities LLC

2014 - 2016 (2 years)

Jp Morgan Chase Bank

2012 - 2014 (2 years)

Wells Fargo Bank

2011 - 2012 (1 year)

Wells Fargo Bank

2010 - 2010 (< 1 year)

Master Granite & Marble


Carla Inurritegui has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
James Edelen
Saint Louis, MO
Une Enyenihi
Minneapolis, MN

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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