Brian Daniel Wiese

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

• 02/2012 → 07/2020
  Morgan Stanley
  Austin, TX
• 01/2015 → 07/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 07/2020 → Present
  Wells Fargo Clearing Services, Llc
  Austin, TX
• 03/2018 → 07/2020
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-02-03 → 2020-07-23
  Morgan Stanley
  Los Angeles, CA
  Austin, TX
• 2006-03-13 → 2012-02-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-03-10

Other Names

• Brian Daniel Wiese
• Brian Daniel Wiese
• Brian Wiese, Crpc
• Brian Wiese
• Brian D Wiese