Chad Lamont Glessman

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Houston, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Houston, TX

Previous Registrations

• 2003-09-04 → 2011-01-03
  Wells Fargo Investments, Llc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 1999-10-20 → 2003-09-05
  Banc Of America Investment Services, Inc.
  Houston, TX

Other Businesses

ICRYO POWERED BY ADVANTABE BJJ, LLC, NOT INV RELATED, LATHAM, NY, 5% OWNER, MARTIAL ARTS & CRYOTHERAPY START: 8/2017, 0 HOURS, PASSIVE INVESTOR. ICRYO LLC, INV RELATED, HOUSTON, TX, 20% OWNERSHIP, START 5/4/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, SILENT INVESTOR.; ICRYO - NY, NOT INV RELATED, GUILDERLAND, NY, 19% OWNERSHIP, START: 2/01/2020, 0 HRS/MONTH, 0 HRS DURING TRADING, CRYOTHERAPY. ICRYO - PRESTON HOLLOW, LLC; NOT INVESTMENT RELATED; DALLAS,TX; 40% OWNERSHIP; START DATE 05/01/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. CRYO GROUP BOCA INC., NOT INVT RELATED, BOCA RATON, FL, 16% OWNERSHIP, START DATE 4/1/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, INVESTOR IN CRYOTHERAPY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-24
• S63 Uniform Securities Agent State Law Examination
  1998-04-07

Other Names

• Chad Lamont Glessman