Nelia Mcbride

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

• 12/2021 → 12/2024
  The Vanguard Group Inc
  Malvern, PA
• 08/2021 → 10/2021
  Randstad Us Llc
  Newark, DE
• 12/2024 → 07/2025
  J.P. Morgan Securities Llc
  Newark, DE
• 12/2024 → 07/2025
  Jpmorgan Chase Bank, N.A.
  Newark, DE
• 05/2016 → 07/2021
  Unemployed
  Newark, DE
• 11/2021 → 11/2021
  Unemployed
  Newark, DE
• 07/2025 → Present
  Wells Fargo Clearing Services, Llc
  Radnor, PA

Previous Registrations

• 2025-01-17 → 2025-03-12
  J.P. Morgan Securities Llc
  Newark, DE
• 2022-03-28 → 2025-01-24
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-03-25
• S65 Uniform Investment Adviser Law Examination
  2001-06-25
• S63 Uniform Securities Agent State Law Examination
  1997-08-04

Other Names

• Nelia Medway
• Nell Melissa Medway
• Nelia M Mcbride
• Nelia Mcbride
• Nelia Medway Mcbride