Maksym Pylypenko

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

• 02/2014 → 08/2017
  Wells Fargo Bank, Na
  Dublin, CA
• 01/2016 → 08/2017
  Wells Fargo Clearing Services, Llc
  Dublin, CA
• 08/2017 → 04/2022
  Citigroup Global Markets Inc
  San Francisco, CA
• 04/2022 → 08/2024
  J.P. Morgan Securities Llc
  San Francisco, CA
• 04/2022 → 08/2024
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA
• 08/2017 → 04/2022
  Citi N.A./Citigroup
  San Francisco, CA
• 08/2024 → Present
  Wells Fargo Clearing Services, Llc
  San Francisco, CA

Previous Registrations

• 2022-04-21 → 2024-08-02
  J.P. Morgan Securities Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2020-03-16 → 2022-04-20
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Fresno, CA

Other Businesses

MASSIBREW ; NOT INV RELATED; SAN FRANCISCO , CA; SUB LEASING PLACES FOR COFFEE VENDING MACHINE ;50% OWNERSHIP; START DATE: 11/10/2025; 12 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-16
• S63 Uniform Securities Agent State Law Examination
  2016-03-08

Other Names

• Maksym Pylypenko
• Max Pylypenko
• Maksym Valeriyovych Pylypenko