Christopher Mcarthur Contreras

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

• 06/2016 → 10/2019
  Fidelity Brokerage Services, Llc
  Albuquerque, NM
• 11/2019 → 06/2021
  Gwyther & Holt Investment Advisors
  Albuquerque, NM
• 11/2019 → 06/2021
  Cetera Advisor Networks
  El Segundo, CA
• 06/2021 → Present
  Wells Fargo Clearing Services, Llc
  Albuquerque, NM

Previous Registrations

• 2021-01-11 → 2021-06-18
  Cetera Wealth Services, Llc
  Albuquerque, NM

Other Businesses

UBER EATS, NOT INVT RELATED, ALBUQUERQUE, NM, DELIVERY DRIVER, START DATE 10/2/2022, 15 HRS PER MONTH, 0 HRS DURING TRADING, DELIVERY DRIVER.; SPARK DELIVERY, NOT INV RELATED, ALBUQUERQUE, NM, DELIVERY DRIVER, START: 11/20/2022, 10 HRS/MONTH, 0 HRS DURING TRADING, GROCERY DELIVERY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-12
• S63 Uniform Securities Agent State Law Examination
  2016-09-14