Michelle Weiss

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

• 04/2008 → 11/2020
  Wachovia Bank, N.A.
  White Plains, NY
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New York, NY
• 11/2016 → 11/2020
  Wells Fargo Clearing Services, Llc
  New York, NY
• 03/2021 → Present
  Wells Fargo Clearing Services
  Washington, DC
• 03/2021 → Present
  Wells Fargo Bank
  Washington, DC
• 11/2020 → 03/2021
  Wells Fargo Bank
  Washington, DC

Previous Registrations

• 2013-04-09 → 2020-11-10
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  White Plains, NY
  Charlotte, NC
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Charlotte, NC
  Columbia, MD
  Minneapolis, MN
  Tarpon Springs, FL

Other Businesses

SOMERSET ELEMENTARY SCHOOL FOUNDATION; NOT INV. RELATED; CHEVY CHASE, MD; TREASURER; START DATE 10/2/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, HELP RUN FUNDRAISING EVENTS AT THE SCHOOL, FACILITATE MEETINGS WITH FOUNDATION BOARD MEMBERS AND PAID BOOKKEEPERS. TRUSTEE FOR FRIEND; INV RELATED;NEW YORK,NY; TRUSTEE ; TRUSTEE/CO-TRUSTEE; START DATE: 08/03/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2013-04-08
• S63 Uniform Securities Agent State Law Examination
  2007-07-07

Other Names

• Michelle Weiss
• Michelle Denise Weiss