Megan Gray Sassone

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

• 06/2016 → 10/2016
  Lincoln Financial Distributors
  Greensboro, NC
• 10/2017 → 04/2025
  Wells Fargo Bank Na
  Winston-Salem, NC
• 11/2017 → 01/2023
  Wells Fargo Clearing Services, Llc.
  Winston-Salem, NC
• 11/2016 → 10/2017
  Furnitureland South
  Jamestown, NC
• 01/2023 → 04/2025
  Wells Fargo Advisors Financial Network, Llc
  Winston-Salem, NC
• 04/2025 → 12/2025
  &Partners
  Nashville, TN
• 12/2025 → Present
  Wells Fargo Clearing Services, Llc
  North Wilkesboro, NC

Previous Registrations

• 2025-04-03 → 2025-11-14
  &Partners
  Winston Salem, NC
  Clayton, MO
  Kernersville, NC
• 2023-02-03 → 2025-04-17
  Wells Fargo Advisors Financial Network, Llc
  Winston-Salem, NC
• 2018-03-15 → 2023-02-01
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
  Winston Salem, NC
  High Point, NC
  Winston Salem, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-15
• S63 Uniform Securities Agent State Law Examination
  2012-10-01

Other Names

• Megan Sassone
• Megan Gray Sassone