Shannon Gartland Pidgeon

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

• 02/2020 → Present
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 08/2015 → 01/2020
  Nvidia
  Santa Clara, CA

Other Businesses

OLYMPIC CLUB ; NOT INV RELATED; SAN FRANCISCO,CA; PROMOTE PHYSICAL CULTURE; START DATE: 01/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; | GIRL GET AFTER IT - CO-LEAD; NOT INV RELATED; BOZEMAN, MT; CO LEAD; START DATE: 01/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2020-12-05