Joseph S. Segreto

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

• 10/2019 → 03/2020
  3Dcart
  Tamarac, FL
• 01/2019 → 10/2019
  Tiger Marketing
  Oakdale, NY
• 06/2018 → 08/2018
  Zea-Mass
  Ronkonkoma, NY
• 08/2018 → 01/2019
  Auburn University
  Auburn, AL
• 09/2017 → 06/2018
  Auburn University
  Auburn, AL
• 01/2016 → 05/2018
  Auburn University
  Auburn, AL
• 02/2021 → 06/2024
  Ameriprise Financial Services, Llc
  Orlando, FL
• 03/2020 → 02/2021
  David Lerner Associates
  Boca Raton, FL
• 06/2024 → Present
  Wells Fargo Clearing Services, Llc
  Winter Park, FL

Previous Registrations

• 2021-11-29 → 2024-06-24
  Ameriprise Financial Services, Llc
  Winter Park, FL
  Pompano Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-02-27
• S63 Uniform Securities Agent State Law Examination
  2020-08-24

Other Names

• Joseph Segreto
• Joseph Salvatore Segreto