Anthony Lawrence Lubrino

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Ithaca, NY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Ithaca, NY

Other Businesses

SCIENCENTER; INVESTMENT RELATED; ITHACA,NY; INVESTMENT ADVISORY COMMITTEE MEMBER; START DATE 10/25/2014; NUMBER OF HOURS PER MONTH .25; NUMBER OF HOURS DURING TRADING .25; ATTENDING MEETINGS TO DISCUSS GENERAL TOPICS AND ISSUES SUCH AS ASSET ALLOCATION METHODOLOGY AND GOAL SETTING CONTEXT. SCIENCENTER, NOT INV RELATED, ITHACA, NY, FINANCE COMMITTEE MEMBER, START 10/15/24, 2 HRS PER YEAR, 2 HRS DURING TRADING, PROVIDE GUIDANCE TO ADHERE TO MUSEUMS INVESTMENT GUIDELINES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-19