Mykhaylo Stetsun

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

• 10/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Oakhurst, NJ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Oakhurst, NJ

Previous Registrations

• 2012-10-01 → 2012-10-26
  J.P. Morgan Securities Llc
  New York, NY
• 2009-07-28 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY

Other Businesses

MILITARY SERVICE, NOT INV RELATED, TRENTON, NJ, SPC STETSUN, START: 1/12/2016, 18 HOURS PER MONTH/0 DURING TRADING, DUTIES: ARMY RESERVE. RENTAL PROPERTY; INV. RELATED; OLD BRIDGE, NJ; 100% OWNERSHIP; START DATE 10/2022; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-17
• S63 Uniform Securities Agent State Law Examination
  2007-10-11

Designations

• Certified Financial Planner

Other Names

• Misha Stetsun
• Misha Stetsun