Casey J. Wilson

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

• 03/2011 → 11/2021
  Ubs Financial Services Inc
  Atlanta, GA
• 11/2021 → Present
  Wells Fargo Clearing Services, Llc
  Atlanta, GA

Previous Registrations

• 2011-06-14 → 2021-12-16
  Ubs Financial Services Inc.
  Atlanta, GA
• 2003-01-17 → 2004-08-20
  Ubs Financial Services Inc.
  Atlanta, GA

Other Businesses

WILMA AND CASEY WOODWORKING, NOT INVT RELATED, ATLANTA, GA, 100% OWNERSHIP, START DATE 11/2/2021, 20 HRS PER MONTH, 0 HRS DURING TRADING, WOODWORKING AND RETAIL SALES. WRITE YOUR COMIC, LLC, NOT INVT RELATED, ATLANTA, GA, 100% OWNERSHIP, START DATE 12/13/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, LLC FOR BOOKS. HEY LOUIE, NOT INVT RELATED, ATLANTA, GA, AUTHOR, START DATE 3/12/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, AUTHOR OF BOOK. FOOTBALL BINGO, NOT INVT RELATED, ATLANTA, GA, AUTHOR, START DATE 8/2/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, AUTHOR OF BOOK. BASEBALL BINGO, NOT INVT RELATED, ATLANTA, GA, AUTHOR, START DATE7/21/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, AUTHOR OF BOOK. NEW TESTAMENT BOOK OF MATTHEW; NOT INV RELATED; SEATTLE,WA; BOOK; START DATE: 12/04/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S66 Uniform Combined State Law Examination
  2011-06-10
• S63 Uniform Securities Agent State Law Examination
  2001-03-21
• S65 Uniform Investment Adviser Law Examination
  1997-08-07

Other Names

• Casey J Wilson
• Casey Jon Wilson
• Casey Wilson
• Casey J. Wilson
• Casey J. J. Wilson