Isabel C. Rumberg
Investment Adviser Representative at Wells Fargo Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Isabel C. Rumberg is an investment adviser representative with Wells Fargo Advisors in Coral Gables, FL, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
5 states and territories
California, Florida, New York, Texas, Virginia
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.
- SovosJun 2020 – Nov 2020Smyrna, GA
- InstacartMar 2020 – May 2020Atlanta, GA
- Tech Data CorporationMay 2018 – Feb 2020Doral, FL
- Scansource, Inc.May 2017 – May 2018Doral, FL
- Florida International UniversityFeb 2016 – Jun 2017Doral, FL
- BANK OF America, N.a./merrill Lynch, Pierce, Fenner & Smith IncNov 2020 – Mar 2025Mableton, GA
- J.p. Morgan Securities LLCMar 2025 – May 2026Doral, FL
- Jpmorgan Chase BANK, N.A.Mar 2025 – May 2026Doral, FL
- Wells Fargo Clearing Services, LLCMay 2026 – no end date reportedCoral Gables, FL
Official records & sources
Data as of June 28, 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. Isabel C. Rumberg 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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