Byron Eugene Caskey

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

• 08/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Chesterfield, MO
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Chesterfield, MO

Other Businesses

BELLERIVE THREE LLC; NOT INV. RELATED; ST. LOUIS, MO; 33% OWNERSHIP; START 2/28/2018; 1 HRS PER MONTH; 0 HRS DURING TRADING; BEING CLOSED WITH THE STATE PREVIOUSLY HELD INVESTMENTS.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-24
• S63 Uniform Securities Agent State Law Examination
  2010-10-11