Carolyn Marie Cannistraro

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

• 07/2007 → 09/2020
  Jpmorgan Chase Na
  Eastchester, NY
• 10/2012 → 09/2020
  J.P. Morgan Securities Llc
  Eastchester, NY
• 06/2014 → 12/2019
  The Snow Companies
  Williamsburg, VA
• 09/2020 → Present
  Wells Fargo Bank, Na
  Tarrytown, NY
• 09/2020 → Present
  Wells Fargo Clearing Services, Llc
  Tarrytown, NY

Previous Registrations

• 2012-10-01 → 2020-09-17
  J.P. Morgan Securities Llc
  Eastchester, NY
  Scarsdale, NY
• 2007-09-12 → 2012-10-01
  Chase Investment Services Corp.
  Eastchester, NY

Exams

• S66 Uniform Combined State Law Examination
  2002-05-20

Other Names

• Carolyn Cannistraro
• Carolyn Marie Cannistraro