Eric Beira Casanova

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

• 12/2015 → 08/2020
  Jp Morgan Securities Llc
  Miami, FL
• 11/2015 → 08/2020
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 09/2021 → 07/2025
  Td Private Client Wealth Llc
  Coral Gables, FL
• 09/2021 → 07/2025
  Td Bank N.A.
  Coral Gables, FL
• 08/2020 → 09/2021
  Td Bank
  Miami, FL
• 07/2025 → Present
  Wells Fargo Clearing Services, Llc
  Coral Gables, FL

Previous Registrations

• 2021-12-07 → 2025-07-31
  Td Private Client Wealth Llc
  Miami Beach, FL
  Miami Beach, FL
  West Palm Beach, FL
  West Palm Beach, FL
  Coral Gables, FL
  Sarasota, FL
  Coral Gables, FL
  Doral, FL

Other Businesses

EB Creative Productions LCC; non-investment related; Miami, FL; Publishing & promote sale of self produced literature work; 100% ownership; Start date 8/9/24; 60 hours devoted 0 hours during trading| 3PM - Short Fiction Stories; non-investment related; Miami, FL; author; start date 1/6/25; 10 hours devoted 0 during trading; | Signos En La Tierra - Short Fiction; non investment related; Miami, FL; Author; start date 8/25/25; 10 hours a month 0 during trading |

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-20
• S65 Uniform Investment Adviser Law Examination
  2021-11-16

Other Names

• Eric Beira
• Eric Beira Casanova