Drew Robert Conelly

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

• 04/2010 → 11/2016
  Wells Fargo Advisors Llc
  Boca Raton, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL

Previous Registrations

• 2009-10-23 → 2010-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Palm Beach, FL
• 1998-04-01 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, BOCA RATON, FL, START: 10/31/2019, 5 HRS/MONTH, 5 HRS DURING TRADING. BOCA MADERA, NOT INVT RELATED, BOCA RATON, FL, NEIGHBORHOOD IMPROVEMENT COMMITTEE, START DATE 4/15/2021, 4 HRS PER MONTH, 0 HRS DURING TRADING, ASSISTING WITH NEIGHBORHOOD IMPROVEMENTS TO LAWNS, BUILDINGS, HOUSES AND SIGNS IN THE NEIGHBORHOOD.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-19
• S63 Uniform Securities Agent State Law Examination
  1995-01-16