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David Scott Wilgus

Wells Fargo Clearing Services, LLC

Margate City, NJ

Red Bank, NJ

Tuckerton, NJ

Barnegat, NJ

CRD 5312027

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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
TX RA APPROVED 2025-10-08
NJ RA APPROVED 2022-09-16
  • TX RA
    APPROVED
    Since 2025-10-08
  • NJ RA
    APPROVED
    Since 2022-09-16

Branch Locations

8013 Atlantic Ave, Margate City, NJ 08402 • United States

331 Newman Springs Rd Bldg 2 2Nd Fl Ste 221 [J4-Rbo], Red Bank, NJ 07701 • United States

144 E Main St, Tuckerton, NJ 08087 • United States

242 S Main St, Barnegat, NJ 08005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Chase Na New York NY 03/2007 07/2022
J.P. Morgan Securities Llc Wall Township NJ 10/2012 07/2022
Wells Fargo Clearing Services, Llc Marlton NJ 07/2022 Present
  • 03/2007 → 07/2022
    Jp Morgan Chase Na
    New York, NY
  • 10/2012 → 07/2022
    J.P. Morgan Securities Llc
    Wall Township, NJ
  • 07/2022 → Present
    Wells Fargo Clearing Services, Llc
    Marlton, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-22
S63 Uniform Securities Agent State Law Examination 2007-04-25
  • S66 Uniform Combined State Law Examination
    2022-08-22
  • S63 Uniform Securities Agent State Law Examination
    2007-04-25
Other Names
  • David S Wilgus
  • David Scott Wilgus

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
TC FINANCIAL MANAGEMENT, CO INC.

Nearby Investors

DANIEL TIMOTHY CAMPBELL
DANIEL PATRICK WALSH
JAMES AUGUSTUS DEVLIN JR.

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MARGATE CITY, NJ
LPL FINANCIAL LLC · MARGATE CITY, NJ
TC FINANCIAL MANAGEMENT, CO INC. · MARGATE CITY, NJ

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