Robert Calvert Moreland

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

• 05/2012 → Present
  Wells Fargo Advisors, Llc
  Annapolis, MD

Previous Registrations

• 2009-10-23 → 2012-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
  Annapolis, MD
  Towson, MD
• 2008-06-23 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Annapolis, MD
• 2007-05-29 → 2008-07-02
  Citigroup Global Markets Inc.
  Washington, DC
  Washington, DC
• 2007-03-08 → 2007-05-29
  Citicorp Investment Services
  Washington, DC
• 2005-02-25 → 2006-11-02
  M&T Securities, Inc.
  Columbia, MD
  Columbia, MD
  Columbia, MD
  Ellicott City, MD
  Wheaton, MD
  Silver Spring, MD
  Cheektowaga, NY
• 2002-06-04 → 2005-02-02
  Truist Investment Services, Inc.
  Catonsville, MD

Other Businesses

INDIANTOWN FARM INC.; NOT INV. RELATED; CHAPTICO, MD; 6% OWNERSHIP; FARM LAND / FARMING ACTIVITIES; START DATE 8/2017; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES NONE - PASSIVE OWNER. EASTBOUND SPORTFISHING, LLC; INV RELATED;EDGEWATER,MD; LLC;100% OWNERSHIP; START DATE: 04/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2002-01-08