Best Investors Account Sign in

Brian A Trechok

Wells Fargo Clearing Services, LLC

Fort Lauderdale, FL

Claim This Profile
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 2026-08-11
TX RA APPROVED 2026-08-10
  • FL RA
    APPROVED
    Since 2026-08-11
  • TX RA
    APPROVED
    Since 2026-08-10

Branch Locations

350 E Las Olas Blvd 19Th Fl, Fort Lauderdale, FL 33301 • 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
Fidelity Investments Jacksonville FL 06/2007 07/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2025
Fidelity Investments Boston MA 03/2025 08/2026
Wells Fargo Clearing Services, Llc Fort Lauderdale FL 08/2026 Present
  • 06/2007 → 07/2018
    Fidelity Investments
    Jacksonville, FL
  • 07/2018 → 03/2025
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → 08/2026
    Fidelity Investments
    Boston, MA
  • 08/2026 → Present
    Wells Fargo Clearing Services, Llc
    Fort Lauderdale, FL
Previous Registrations
  • 2025-03-31 → 2026-08-18
    Strategic Advisers Llc
    Fort Lauderdale, FL
    Ft. Lauderdale, FL
    Boca Raton, FL
    Boston, MA
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Fort Lauderdale, FL
    Ft. Lauderdale, FL
  • 2011-08-02 → 2018-07-13
    Strategic Advisers Llc
    Ft. Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-24
S63 Uniform Securities Agent State Law Examination 2007-10-10
  • S66 Uniform Combined State Law Examination
    2011-01-24
  • S63 Uniform Securities Agent State Law Examination
    2007-10-10
Designations
Other Names
  • Brian A Trechok
  • Brian Alan Trechok

View on SEC IAPD

Other Firms

SOUTHOCEAN CAPITAL PARTNERS, LLC
A1A INVESTMENT PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
SPIRE WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
GQG PARTNERS

Other Investors

ALAN HOWARD BLUESTEIN
Melinda A Gambino
MATTHEW WILLIAM DAMIANO
PAMELA JOY MORELAND
PENELOPE BLAIR
Denise Santoni
SEAN ANTHONY FLETCHER
MATTHEW ALAN SAVARICK

Other Offices

SOUTHOCEAN CAPITAL PARTNERS, LLC · FT. LAUDERDALE, FL
A1A INVESTMENT PARTNERS, LLC · FORT LAUDERDALE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT LAUDERDALE, FL
UBS FINANCIAL SERVICES INC. · FT. LAUDERDALE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT LAUDERDALE, FL
UBS FINANCIAL SERVICES INC. · Fort Lauderdale, FL
SPIRE WEALTH MANAGEMENT, LLC · Fort Lauderdale, FL
UBS FINANCIAL SERVICES INC. · Fort Lauderdale, FL

More in Fort Lauderdale, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor