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Michael John Skowronski

Wells Fargo Clearing Services, LLC

Marlton, NJ

CRD 5403993

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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
TX RA APPROVED_RES 2015-07-08
NJ RA APPROVED 2011-03-14
  • TX RA
    APPROVED_RES
    Since 2015-07-08
  • NJ RA
    APPROVED
    Since 2011-03-14

Branch Locations

7000 Lincoln Dr E Ste 301, Marlton, NJ 08053 • 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
Wachovia Bank, N.A. Trenton NJ 08/2006 Present
Wells Fargo Advisors Llc Marlton NJ 05/2009 11/2016
Wells Fargo Clearing Services, Llc Marlton NJ 11/2016 Present
  • 08/2006 → Present
    Wachovia Bank, N.A.
    Trenton, NJ
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Marlton, NJ
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Marlton, NJ
Other Businesses

RENTAL PROPERTY, INVT RELATED, WOODBURY, NJ, 100% OWNERSHIP, START DATE 7/26/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-11
S63 Uniform Securities Agent State Law Examination 2007-10-05
  • S66 Uniform Combined State Law Examination
    2011-03-11
  • S63 Uniform Securities Agent State Law Examination
    2007-10-05
Other Names
  • Michael Skowronski

View on SEC IAPD

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