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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-16 |
| NJ | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED_RES | 2025-04-10 |
Branch Locations
Franklin Lks, NJ • United States
461 From Road Suite 101, Paramus, NJ 07652 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Paramus | NJ | 04/2025 | Present |
*586094 - Franklin Lakes Little League Softball; Investment related-No; Bristol, Connecticut; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 8; Vice President: Coaching and assisting the forming of the little league and teams
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-16 |
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