Zachary Alan Blaisdell

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

• 08/2016 → 11/2021
  Wells Fargo Advisors, Llc.
  Colonial Heights, VA
• 08/2016 → 11/2021
  Wells Fargo Clearing Services, Llc
  Colonial Heights, VA
• 05/2023 → 04/2024
  First Citizens Bank
  Chesterfield, VA
• 05/2023 → 04/2024
  First Citizens Investor Services
  Raleigh, NC
• 11/2021 → 09/2022
  Wells Fargo Bank Na
  Chester, VA
• 10/2022 → 04/2023
  Virginia Credit Union
  Colonial Heights, VA
• 05/2024 → Present
  Wells Fargo Clearing Services, Llc
  Chester, VA
• 05/2024 → Present
  Wells Fargo Bank, Na
  Chester, VA

Previous Registrations

• 2023-05-15 → 2024-04-25
  First Citizens Investor Services, Inc.
  Smithfield, NC
  Greenville, NC
  Greenville, NC
  Chesterfield, VA
  Monroe, NC
• 2016-10-06 → 2022-06-13
  Wells Fargo Clearing Services, Llc
  Hopewell, VA
  Richmond, VA
  Chester, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-06
• S63 Uniform Securities Agent State Law Examination
  2016-09-14

Other Names

• Zachary Blaisdell