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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-12 |
Branch Locations
500 W 33Rd St 30 Hudson Yd, New York, NY 10001 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 05/2022 | 08/2026 |
| Jpmorgan Chase | New York | NY | 04/2014 | 05/2022 |
| Wells Fargo Bank | New York | NY | 08/2026 | Present |
| Wells Fargo Clearing Services | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-02 |
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