Brett Mccue

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

• 08/2015 → 09/2020
  Key Investment Services Llc
  Albany, NY
• 09/2020 → 06/2024
  Key Investment Services Llc
  Cohoes, NY
• 06/2024 → Present
  Wells Fargo Clearing Services, Llc
  Johnstown, NY

Previous Registrations

• 2021-03-26 → 2024-06-26
  Key Investment Services Llc
  Cohoes, NY
  Albany, NY
  Albany, NY
  Albany, NY
  Brooklyn, OH

Other Businesses

RENTAL PROPERTY - 65 TEMPLE ST ;INV RELATED; GLOVERSVILLE,NY; RENTAL;100% OWNERSHIP; START DATE: 10/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S66 Uniform Combined State Law Examination
  2016-09-16
• S63 Uniform Securities Agent State Law Examination
  2012-08-03

Other Names

• Brett D Mccue