Brett Pandelo

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

• 06/2009 → 06/2024
  Morgan Stanley
  Toms River, NJ
• 06/2024 → Present
  Wells Fargo Clearing Services, Llc
  Metuchen, NJ

Previous Registrations

• 2016-05-23 → 2024-01-03
  Morgan Stanley
  Purchase, NY
  Sea Girt, NJ
  Bradley Beach, NJ
  Toms River, NJ

Other Businesses

BAP CAPITAL LLC; INV RELATED; TOMS RIVER, NJ; 100% OWNERSHIP; START DATE 6/2/2023; 2 HOURS PER MONTH; 0 DURING TRADING; LLC TO HOLD REAL ESTATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-21
• S63 Uniform Securities Agent State Law Examination
  2008-09-20

Other Names

• Brett Pandelo
• Brett Alan Pandelo