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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-03-12
NJ RA APPROVED 2012-03-16
  • TX RA
    APPROVED_RES
    Since 2019-03-12
  • NJ RA
    APPROVED
    Since 2012-03-16

Branch Locations

120 Albany St, New Brunswick, NJ 08901 • United States

407 Main St, Metuchen, NJ 08840 • United States

1063 Inman Ave, Edison, NJ 08820 • United States

1600 Highway 35 And Deal Rd [J6/J9-Rbo], Oakhurst, NJ 07755 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Oakhurst NJ 03/2012 11/2016
Wells Fargo Clearing Services, Llc Oakhurst NJ 11/2016 Present
Previous Registrations
Other Businesses

STATE OF NEW JERSEY, INV RELATED, REAL ESTATE LICENSE. GAF PROPERTIES, LLC; NOT INV. RELATED; MANALAPAN,NJ; 33% OWNERSHIP; START DATE 03/29/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-14
S63 Uniform Securities Agent State Law Examination 2002-04-12
  • S66 Uniform Combined State Law Examination
    2005-07-14
  • S63 Uniform Securities Agent State Law Examination
    2002-04-12
Other Names
  • Anthony S Dangelo
  • Anthony Salvatore Dangelo

View on SEC IAPD

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