Robert Magallanes

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
  Hungtington Beach, CA
• 11/2016 → 08/2020
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 09/2020 → 07/2025
  Ubs Financial Services Inc.
  Irvine, CA
• 07/2025 → Present
  Wells Fargo Clearing Services, Llc
  Irvine, CA

Previous Registrations

• 2020-09-03 → 2025-07-24
  Ubs Financial Services Inc.
  Irvine, CA
  Yorba Linda, CA
• 2017-01-23 → 2020-09-10
  Wells Fargo Clearing Services, Llc
  Huntington Beach, CA
  Huntington Beach, CA
  El Segundo, CA
  Seal Beach, CA
  Huntington Beach, CA
  Irvine, CA
  Costa Mesa, CA

Other Businesses

RENTAL PROPERTY - 18006; INV RELATED;YORBA LINDA,CA; INVESTMENT PROPERTY ;100% OWNERSHIP; START DATE: 04/01/2026; 30 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2017-01-23
• S63 Uniform Securities Agent State Law Examination
  2012-12-01

Other Names

• Robert Magallanes