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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-26 |
Branch Locations
21600 Oxnard St, 18Th Fl, Tower I Warner Center Towers, Woodland Hills, CA 91367 • United States
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Woodland Hills | CA | 03/2025 | Present |
| Wells Fargo Clearing Services | Woodland Hills | CA | 03/2025 | Present |
| Wilmington Trust | Los Angeles | CA | 08/2022 | 01/2025 |
| Zen Private Wealth Advisors, Inc | Woodland Hills | CA | 06/2011 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-31 |
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