Brian A Trechok

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

• 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

• S66 Uniform Combined State Law Examination
  2011-01-24
• S63 Uniform Securities Agent State Law Examination
  2007-10-10

Designations

• Certified Financial Planner

Other Names

• Brian A Trechok
• Brian Alan Trechok