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Kevin Nagib Cordova Celleri

Wells Fargo Clearing Services, LLC

Ponte Vedra Beach, FL

CRD 6629503

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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
FL RA APPROVED 2024-05-03
TX RA APPROVED_RES 2024-04-04
  • FL RA
    APPROVED
    Since 2024-05-03
  • TX RA
    APPROVED_RES
    Since 2024-04-04

Branch Locations

818 Us Highway A1A N Stes 200 & 206, Ponte Vedra Beach, FL 32082 • 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 Advisors, Llc. Melbourne FL 03/2016 11/2016
Wells Fargo Bank Na Miami FL 03/2016 01/2021
Wells Fargo Clearing Services, Llc Jacksonville FL 11/2016 02/2022
Deustche Bank Securities Inc Jacksonville FL 02/2022 04/2024
Wells Fargo Clearing Services, Llc ( Ponte Vedra Beach FL 04/2024 Present
  • 03/2016 → 11/2016
    Wells Fargo Advisors, Llc.
    Melbourne, FL
  • 03/2016 → 01/2021
    Wells Fargo Bank Na
    Miami, FL
  • 11/2016 → 02/2022
    Jacksonville, FL
  • 02/2022 → 04/2024
    Deustche Bank Securities Inc
    Jacksonville, FL
  • 04/2024 → Present
    Wells Fargo Clearing Services, Llc (
    Ponte Vedra Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-31
  • S66 Uniform Combined State Law Examination
    2016-05-31
Designations
  • Certified Financial Planner
Other Names
  • Kevin Cordova Celleri
  • Kevin Cordova

View on SEC IAPD

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