David Mark Kustra

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

• 09/2011 → Present
  Wells Fargo Bank Na
  Palm Beach Gardens, FL
• 09/2011 → 11/2016
  Wells Fargo Advisors Llc
  Palm Beach Gardens, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2009-11-24 → 2011-06-01
  Chase Investment Services Corp.
  Palm Beach Gardens, FL
• 2008-02-07 → 2009-02-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Palm Beach, FL

Other Businesses

ARTISTRY/PHOTOGRAPHY; NOT INV RELATED; PALM BEACH GARDENS, FL; OWNER AND ARTIST; START 8/26/2015; 20 HOURS PER MONTH, 0 DURING TRADING; CREATES ARTWORK AND PHOTOGRAPHY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-01
• S63 Uniform Securities Agent State Law Examination
  2007-01-19

Other Names

• David Mark Kustra
• David M Kustra
• David Kustra
• David M Kustra