Ian T Macneill

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

• 11/2012 → 06/2025
  Ubs Financial Services Inc
  Springfield, MA
• 06/2025 → Present
  Wells Fargo Clearing Services, Llc.
  Boston, MA

Previous Registrations

• 2012-11-09 → 2025-06-12
  Ubs Financial Services Inc.
  Springfield, MA
  Boston, MA
  Peabody, MA
  Marblehead, MA
• 2009-06-01 → 2012-11-19
  Morgan Stanley
  Boston, MA
  Springfield, MA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boston, MA
• 2006-02-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  Boston, MA
• 2005-12-13 → 2006-01-19
  Morgan Stanley & Co. Llc
  Boston, MA

Other Businesses

POWER OF ATTORNEY FOR MOTHER; INV RELATED;MORRISTOWN,NJ; POA; START DATE: 04/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-24
• S63 Uniform Securities Agent State Law Examination
  1999-06-08

Other Names

• Ian Thomas Macneill