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Lane Randall Schorsch

Wells Fargo Clearing Services, LLC

Purchase, NY

Danbury, CT

CRD 5376533

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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
NY RA APPROVED 2025-07-10
CT RA APPROVED 2021-05-10
  • NY RA
    APPROVED
    Since 2025-07-10
  • CT RA
    APPROVED
    Since 2021-05-10

Branch Locations

2500 Westchester Ave Ste 201 [C3-Rbo], Purchase, NY 10577 • United States

1 Padanaram Rd, Danbury, CT 06811 • 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
Wells Fargo Advisors Llc Mount Kisco NY 02/2016 11/2016
Wells Fargo Bank, Na Wolcott CT 02/2016 Present
Wells Fargo Clearing Services, Llc Wolcott CT 11/2016 Present
  • 02/2016 → 11/2016
    Wells Fargo Advisors Llc
    Mount Kisco, NY
  • 02/2016 → Present
    Wells Fargo Bank, Na
    Wolcott, CT
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Wolcott, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-10
S63 Uniform Securities Agent State Law Examination 2007-10-04
  • S66 Uniform Combined State Law Examination
    2021-05-10
  • S63 Uniform Securities Agent State Law Examination
    2007-10-04

View on SEC IAPD

Nearby Firms

GREENHAVEN ASSOCIATES INC
UBS FINANCIAL SERVICES INC.
NOW ASSET MANAGEMENT LLC

Nearby Investors

JOSHUA BERNARD SANDBULTE
ERIC ALAN BICKLER
RYAN VINCENT HETZER

Nearby Offices

GREENHAVEN ASSOCIATES INC · PURCHASE, NY
UBS FINANCIAL SERVICES INC. · Purchase, NY
NOW ASSET MANAGEMENT LLC · PURCHASE, NY

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