Steven Matthew Kobrin

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

• 06/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Coral Springs, FL
• 05/2007 → Present
  Student
  Tallahassee, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Coral Springs, FL

Previous Registrations

• 2012-03-21 → 2012-06-26
  Voya Financial Advisors, Inc.
  Fort Lauderdale, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-03-01

Designations

• Certified Financial Planner

Other Names

• Steven Korbin