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Amit Chadha

Wells Fargo Clearing Services, LLC

Cupertino, CA

Palo Alto, CA

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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
CA RA APPROVED 2025-06-25
  • CA RA
    APPROVED
    Since 2025-06-25

Branch Locations

23000 Homestead Rd, Cupertino, CA 95014 • United States

301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • 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
St. James's Place Wealth Management London 07/2016 01/2020
Fidelity Brokerage Services Llc San Jose CA 01/2020 06/2025
Fidelity Investments Boston MA 03/2025 06/2025
Wells Fargo Clearing Services, Llc San Jose CA 06/2025 Present
  • 07/2016 → 01/2020
    St. James's Place Wealth Management
    London
  • 01/2020 → 06/2025
    Fidelity Brokerage Services Llc
    San Jose, CA
  • 03/2025 → 06/2025
    Fidelity Investments
    Boston, MA
  • 06/2025 → Present
    Wells Fargo Clearing Services, Llc
    San Jose, CA
Previous Registrations
  • 2025-03-31 → 2025-06-18
    Strategic Advisers Llc
    South San Francisco, CA
    San Jose, CA
    South San Francisco, CA
    San Jose, CA
    Boston, MA
  • 2020-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-01
  • S66 Uniform Combined State Law Examination
    2020-06-01

View on SEC IAPD

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