William Buckley Mccann

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Hyannis, MA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Hyannis, MA

Other Businesses

RENTAL PROPERTY; INV RELATED; NAPLES, FL; 100% OWNERSHIP; START: 1/1/2025; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY. POWER OF ATTORNEY FOR MOTHER; INV RELATED; HYANNIS, MA; START: 11/04/2024; 1 HOUR A MONTH; LESS THAN 1 HOUR DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  1998-01-27

Other Names

• Bill Mccann
• William B Mccann