Aaron Scott Thatcher

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Martinez, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Martinez, CA

Previous Registrations

• 2009-08-25 → 2011-01-03
  Wells Fargo Investments, Llc
  Walnut Creek, CA
  Martinez, CA
  Hercules, CA
  Pinole, CA
• 2008-09-29 → 2009-08-24
  Cetera Investment Services Llc
  Stockton, CA
• 2002-08-20 → 2004-01-27
  Waddell & Reed
  Lodi, CA

Other Businesses

HAMMOND POINTE HOMEOWNERS ASSOCIATION; NON INV RELATED; TAYLORS, SC; NEIGHBORHOOD OVERSIGHT;BOARD MEMBER; START DATE: 08/31/2025; 3 HRS PER MONTH; 0 HRS DURING TRADING HOURS;

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31