William Aldred

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

• 07/2018 → 02/2019
  Unemployed
  Woburn, MA
• 10/2015 → 07/2018
  Ubs Financial Services Inc
  Boston, MA
• 02/2019 → Present
  Wells Fargo Clearing Services
  Charlotte, NC

Previous Registrations

• 2015-11-24 → 2018-08-27
  Ubs Financial Services Inc.
  Boston, MA
• 2015-09-25 → 2015-10-09
  Morgan Stanley
  Boston, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2015-09-25
• S63 Uniform Securities Agent State Law Examination
  1999-09-17

Other Names

• William S Aldred
• Bill Aldred
• William Stanley Aldred