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Andrew James Leblanc

Wells Fargo Clearing Services, LLC

Boston, MA

CRD 6510657

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-16
RI RA APPROVED 2026-01-08
TX RA APPROVED_RES 2025-10-21
  • NY RA
    APPROVED
    Since 2026-02-16
  • RI RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED_RES
    Since 2025-10-21

Branch Locations

125 High St Ste 1359A, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Funds Distributor, Llc Boston MA 06/2015 10/2021
Allspring Funds Distributor, Llc Boston MA 11/2021 07/2024
Allspring Funds Distributor, Llc Boston MA 08/2024 09/2025
Wells Fargo Clearing Services, Llc Boston MA 09/2025 Present
  • 06/2015 → 10/2021
    Wells Fargo Funds Distributor, Llc
    Boston, MA
  • 11/2021 → 07/2024
    Allspring Funds Distributor, Llc
    Boston, MA
  • 08/2024 → 09/2025
    Allspring Funds Distributor, Llc
    Boston, MA
  • 09/2025 → Present
    Wells Fargo Clearing Services, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-05
S63 Uniform Securities Agent State Law Examination 2015-08-10
  • S65 Uniform Investment Adviser Law Examination
    2026-01-05
  • S63 Uniform Securities Agent State Law Examination
    2015-08-10
Other Names
  • Andrew Leblanc

View on SEC IAPD

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Nearby Offices

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BAYPINE HOLDINGS LP · BOSTON, MA
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