Merrianne Tocco

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

• 07/2007 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 12/2017 → Present
  Wells Fargo Clearing Services
  Irvine, CA
• 12/2017 → Present
  Wells Fargo Bank
  Irvine, CA

Previous Registrations

• 2009-10-23 → 2017-12-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Los Angeles, CA
  Rolling Hills Estates, CA
• 2007-08-17 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Venice, CA
  Santa Monica, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-08-16

Other Names

• Merrianne Fermanian