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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
FL RA APPROVED 2025-09-16
  • FL RA
    APPROVED
    Since 2025-09-16

Branch Locations

1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States

11415 Beach Blvd, Jacksonville, FL 32246 • United States

5622 Beach Blvd, Jacksonville, FL 32207 • United States

1919 Us 1 S, St. Augustine, FL 32086 • 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
Chase Bank New York NY 06/2015 10/2019
Wells Fargo Clearing Services, Llc Jacksonville FL 08/2025 Present
Wells Fargo Bank Jacksonville FL 03/2024 08/2025
Wells Fargo Bank Ft. Lauderdale FL 10/2019 03/2024
  • 06/2015 → 10/2019
    Chase Bank
    New York, NY
  • 08/2025 → Present
    Jacksonville, FL
  • 03/2024 → 08/2025
    Wells Fargo Bank
    Jacksonville, FL
  • 10/2019 → 03/2024
    Wells Fargo Bank
    Ft. Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
S63 Uniform Securities Agent State Law Examination 2007-06-29
  • S66 Uniform Combined State Law Examination
    2025-07-03
  • S63 Uniform Securities Agent State Law Examination
    2007-06-29
Other Names
  • Christopher Devito
  • Christopher R Devito
  • Christopher Robert Devito

View on SEC IAPD

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