Denise Charlene Marinacci

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

• 12/2012 → 11/2016
  Wells Fargo Advisors
  Orange County, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Orange County, CA

Previous Registrations

• 2012-05-15 → 2012-12-11
  Morgan Stanley
  Long Beach, CA
• 2008-04-11 → 2012-04-04
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
  Newport Beach, CA
  Irvine, CA
• 2007-04-02 → 2008-04-08
  Morgan Stanley & Co. Llc
  Long Beach, CA
• 2004-11-09 → 2007-04-02
  Morgan Stanley Dw Inc.
  Long Beach, CA
  Long Beach, CA

Other Businesses

PENGUIN PROPERTIES, INC. INVESTMENT RELATED; LA QUINTA, CA; LLC FOR PROPERTY MANAGEMENT; START 7/2012; 100% OWNERSHIP WITH SPOUSE; 1 HR DEVOTED PER MONTH. RENTAL PROPERTY; INV. RELATED; LA QUINTA,CA; 100% OWNERSHIP W/SPOUSE; START 7/2/2012; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; LAKE ARROWHEAD,CA; 100% OWNERSHIP W/SPOUSE; START 11/1/2010; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INV RELATED, ST. THOMAS, VIRGIN ISLANDS, 100% OWNERSHIP, START 12/1/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. RUBY RIDGE, LLC, INVT RELATED, LAGUNA BEACH, CA, 100% OWNERSHIP WITH SPOUSE, START DATE 9/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, PROPERTY MANAGEMENT, ACCEPT CALLS FROM PROPERTY MANAGEMENT.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-02

Other Names

• Denise Charlene Graham