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Todd Arnold Perry

Wells Fargo Clearing Services, LLC

Lemoyne, PA

CRD 4627041

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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
PA RA APPROVED 2022-04-29
  • PA RA
    APPROVED
    Since 2022-04-29

Branch Locations

3 Lemoyne Dr, Lemoyne, PA 17043 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 07/2016 04/2022
Wells Fargo Clearing Services, Llc Harrisburg PA 04/2022 Present
Previous Registrations
  • 2005-02-03 → 2022-05-03
    Camp Hill, PA
    Mechanicsburg, PA
    State College, PA
    Camp Hill, PA
    Camp Hill, PA
    Camp Hill, PA
    Camp Hill, PA
    Hershey, PA
    Hershey, PA
    Hershey, PA
    Camp Hill, PA
    Harrisburg, PA
    Harrisburg, PA
    Camp Hill, PA
    Camp Hill, PA
    Mechanicsburg, PA
    Camp Hill, PA
    Camp Hill, PA
    Camp Hill, PA
    Enola, PA
    Camp Hill, PA
    Harrisburg, PA
    Enola, PA
    Dillsburg, PA
    Camp Hill, PA
    New Cumberland, PA
    Mechanicsburg, PA
    Mechanicsburg, PA
    Camp Hill, PA
    Camp Hill, PA
    Camp Hill, PA
    Harrisburg, PA
    Hershey, PA
    Hershey, PA
  • 2017-11-30 → 2017-12-20
    Camp Hill, PA
    Wyomissing, PA
  • 2016-07-15 → 2016-08-12
    Camp Hill, PA
Other Businesses

RENTAL PROPERTY, INV RELATED, SELBYVILLE, DE, 100% OWNERSHIP, START 4/12/24, 0 HRS PER MONTH & TRADING, LANDLORD;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-31
  • S66 Uniform Combined State Law Examination
    2003-03-31
Other Names
  • Todd Arnold Perry
  • Todd Perry

View on SEC IAPD

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