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Andrew Alexander Bevan

Wells Fargo Clearing Services, LLC

New York, NY

CRD 5547518

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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
NY RA APPROVED 2021-07-27
TX RA APPROVED 2019-07-18
NJ RA APPROVED 2018-10-01
  • NY RA
    APPROVED
    Since 2021-07-27
  • TX RA
    APPROVED
    Since 2019-07-18
  • NJ RA
    APPROVED
    Since 2018-10-01

Branch Locations

280 Park Ave 27Th & 29Th Fls, New York, NY 10017 • 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
Wells Fargo Clearing Services Llc New York NY 09/2018 Present
Evestment New York NY 04/2014 07/2018
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-11-10
S66 Uniform Combined State Law Examination 2010-10-04
  • S63 Uniform Securities Agent State Law Examination
    2018-11-10
  • S66 Uniform Combined State Law Examination
    2010-10-04
Designations
  • Chartered Financial Analyst
Other Names
  • Andrew Bevan
  • Andrew Alexander Bevan

View on SEC IAPD

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