Tomeka Shantay Robinson

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

• 11/2011 → Present
  Wells Fargo Bank, Na
  Hemingway, CT
• 04/2015 → 11/2016
  Wells Fargo Advisors, Llc
  East Haven, CT
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  East Haven, CT
• 06/2019 → Present
  Wells Fargo Clearing Services, Llc
  Hemingway, CT

Other Businesses

SHIRLEY ROSA DBA URBAN ROSE; INV RELATED; NEW HAVEN, CT; 100% OWNERSHIP; START 09/11/2023; 10 HOURS PER MONTH; 0 HOURS DURING TRADING; SOLE PROPRIETORSHIP.| CITY OF NEW HAVEN, CT; NOT INV RELATED; NEW HAVEN, CT; JUSTICE OF THE PEACE; START DATE 02/03/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-14
• S63 Uniform Securities Agent State Law Examination
  2019-09-17

Other Names

• Tomeka Shirley Robinson
• Tomeka Robinson
• Tomeka Shantay Robinson