David Song
Investment Adviser Representative at Wells Fargo Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Song is an investment adviser representative with Wells Fargo Advisors in High Point, NC, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
- Broker:
14 states and territories
Arizona, California, Florida, Georgia, Kansas, Kentucky, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Credit Suisse Securities (USA) LLCJul 2021 – Oct 2023Raleigh, NC
- Goldman SachsJul 2020 – Jul 2021Dallas, TX
- Pomona CollegeAug 2016 – May 2020Claremont, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2023 – Feb 2025Chapel Hill, NC
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 – Jul 2017Cary, NC
- Media Services PayrollJun 2022 – Jun 2022Raleigh, NC
- Abercrombie & FitchJun 2018 – Jun 2018Greensboro, NC
- Bank of America, N.A.Dec 2023 – Feb 2025Chapel Hill, NC
- Wells Fargo Clearing Services, LLCFeb 2025 – no end date reportedWinston Salem, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wells Fargo Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Monitor account performance, allocations, and holdings; view real-time quotes, stock data, and trading information; read market news and research; transfer money between investment and bank accounts.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14,697
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-37967
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Wells Fargo Advisors
Showing 12 of 14,697 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Song has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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