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Avdul Gjekaj Demiri

Wells Fargo Clearing Services, LLC

New York, NY

St. Louis, MO

CRD 3018532

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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
NJ RA APPROVED 2024-09-19
NY RA APPROVED 2024-09-18
PA RA APPROVED 2024-09-18
  • NJ RA
    APPROVED
    Since 2024-09-19
  • NY RA
    APPROVED
    Since 2024-09-18
  • PA RA
    APPROVED
    Since 2024-09-18

Branch Locations

150 E 42Nd St 41St & 42Nd Fls, New York, NY 10017 • United States

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • 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
Td Private Client Wealth Llc New York NY 09/2013 08/2024
Td Bank, N.A. New York NY 09/2013 08/2024
Wells Fargo Clearing Services New York NY 09/2024 Present
Wells Fargo Bank New York NY 09/2024 Present
  • 09/2013 → 08/2024
    Td Private Client Wealth Llc
    New York, NY
  • 09/2013 → 08/2024
    Td Bank, N.A.
    New York, NY
  • 09/2024 → Present
    Wells Fargo Clearing Services
    New York, NY
  • 09/2024 → Present
    Wells Fargo Bank
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-12
S63 Uniform Securities Agent State Law Examination 2000-11-01
  • S65 Uniform Investment Adviser Law Examination
    2007-03-12
  • S63 Uniform Securities Agent State Law Examination
    2000-11-01
Other Names
  • Avdul Demirovic

View on SEC IAPD

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