Michael Richard Edelson

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
  Atlanta, GA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Atlanta, GA

Other Businesses

EXECUTOR FOR SISTER, INVESTMENT RELATED, KENNESAW GA, CURRENTLY NO DUTIES, 0 HOURS PER MONTH POWER OF ATTORNEY FOR FATHER, INV RELATED, LAGRANGE, GA, START DATE: 11/19/18, 1 HR/MONTH, 1 HR DURING TRADING. RENTAL PROPERTY, INV RELATED, ST SIMONS, GA, 100% OWNERSHIP WITH SPOUSE, START 4/17/24, 0 HRS PER MONTH AND TRADING; EDELSON SEAPALMS LLC, INV RELATED, ST SIMONS, GA, 100% OWNERSHIP WITH SPOUSE, START 4/17/24, 0 HRS PER MONTH & TRADING, RENTAL HOLDER;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-20
• S63 Uniform Securities Agent State Law Examination
  1998-01-31