David Prizzia

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

• 06/2012 → 01/2020
  Deutsche Bank
  Jacksonville, FL
• 02/2020 → 02/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2020 → 02/2022
  Northwestern Mutual Investment Services Llc
  Jacksonville, FL
• 02/2022 → 07/2025
  Mml Investors Services, Llc
  Jacksonville, FL
• 01/2022 → 02/2022
  Mass Mutual Insurance Company
  Jacksonville, FL
• 07/2025 → Present
  Wells Fargo Clearing Services, Llc
  Ponte Vedra Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-10-15
• S63 Uniform Securities Agent State Law Examination
  2021-12-07

Other Names

• David Prizzia
• David Prizzia