William Minor

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

• 06/2016 → 05/2020
  Ubs Financial Services Inc
  Canonsburg, PA
• 05/2020 → Present
  Wells Fargo Clearing Services, Llc
  South Hills, NJ

Previous Registrations

• 2016-08-11 → 2020-05-26
  Ubs Financial Services Inc.
  Canonsburg, PA
  Canonsburg, PA
  Birmingham, AL

Other Businesses

MINCO 1 LLC, INV RELATED, OQUAWKA, IL, 25% OWNERSHIP, START 7/27/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, HOLDS FARM LAND. MOJAVE AIR, LLC; NOT INVESTMENT RELATED; CANONSBURG,PA; 100% OWNERSHIP; START DATE 04/30/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS AIRPLANE. UNITED STATES MARINE CORPS, NOT INV RELATED, CLEVELAND, OH, EXECUTIVE OFFICER, START: 7/17/2022, 10 HOURS A MONTH, 0 HOURS DURING TRADING, MILITARY RESERVE SERVICE. MINOR GROUP, LLC; INV RELATED;CANONSBURG,PA; INVESTMENT MANAGEMENT TO CLIENTS ;49% OWNERSHIP; START DATE: 07/31/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-11
• S63 Uniform Securities Agent State Law Examination
  2015-08-31

Other Names

• William W Minor
• William Minor
• William Wallace Minor