Rajkumar Namomal Motwani

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

• 11/2015 → 12/2016
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 06/2016 → 03/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2016 → 03/2020
  Morgan Stanley
  Santa Ana, CA
• 03/2020 → 10/2020
  Principal Life Insurance Company
  Costa Mesa, CA
• 03/2020 → 10/2020
  Principal Securities Inc
  Costa Mesa, CA
• 05/2022 → 05/2025
  Fidelity Investments
  Irvine, CA
• 11/2020 → 03/2022
  Home Making
  Irvine, CA
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 05/2025 → Present
  Wells Fargo Clearing Services, Llc
  Irvine, CA

Previous Registrations

• 2025-03-31 → 2025-06-18
  Strategic Advisers Llc
  Irvine, CA
  Boston, MA
• 2022-09-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Irvine, CA
• 2020-04-08 → 2020-11-04
  Principal Securities, Inc.
  Irvine, CA
• 2016-01-01 → 2020-03-06
  Morgan Stanley
  South Jordan, UT
  Irvine, CA
  Santa Ana, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-29
• S63 Uniform Securities Agent State Law Examination
  2015-08-31

Other Names

• Raj Motwani
• Rajkumar Namomal Motwani
• Rajkumar Motwani