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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-09-05 |
| TX | RA | APPROVED_RES | 2017-10-03 |
Branch Locations
1341 Stelton Rd, Piscataway, NJ 08854 • United States
1899 Route 27, Edison, NJ 08817 • United States
1063 Inman Ave, Edison, NJ 08820 • United States
1600 Highway 35 And Deal Rd [J6/J9-Rbo], Oakhurst, NJ 07755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Edison | NJ | 09/2009 | Present |
| Wells Fargo Advisors Llc | Edison | NJ | 03/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Edison | NJ | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-17 |
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