Bethany Anne Schmittel

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

• 10/2015 → 11/2016
  Wells Fargo Advisors Llc
  Pepper Pike, OH
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH

Previous Registrations

• 2013-10-15 → 2015-10-28
  Pnc Wealth Management Llc
  Woodmere, OH
  Cleveland, OH
  Cleveland, OH
  Lyndhurst, OH
  Twinsburg, OH
  Cleveland, OH
  University Heights, OH
  Chardon, OH
  Newbury, OH
  Chagrin Falls, OH
• 2013-01-10 → 2013-07-19
  Federated Securities Corp.
  Pittsburgh, PA
• 2013-01-10 → 2013-07-19
  Federated Investment Counseling
  Pittsburgh, PA
• 2013-01-15 → 2013-07-19
  Mdt Advisers, A Division Of Federated Mdta Llc
  Boston, MA
• 2008-07-11 → 2011-07-12
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH
• 2007-10-02 → 2008-07-24
  Ubs Financial Services Inc.
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-23
• S66 Uniform Combined State Law Examination
  2007-10-01

Other Names

• Bethany A Schmittel
• Bethany Anne Polcar