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Joseph S. Segreto

Wells Fargo Clearing Services, LLC

South Amboy, NJ

Red Bank, NJ

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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
NJ RA APPROVED 2025-11-13
FL RA APPROVED 2024-07-03
TX RA APPROVED 2024-06-14
  • NJ RA
    APPROVED
    Since 2025-11-13
  • FL RA
    APPROVED
    Since 2024-07-03
  • TX RA
    APPROVED
    Since 2024-06-14

Branch Locations

116 N Broadway, South Amboy, NJ 08879 • United States

331 Newman Springs Rd Bldg 2 2Nd Fl Ste 221 [J4-Rbo], Red Bank, NJ 07701 • 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
3Dcart Tamarac FL 10/2019 03/2020
Tiger Marketing Oakdale NY 01/2019 10/2019
Zea-Mass Ronkonkoma NY 06/2018 08/2018
Auburn University Auburn AL 08/2018 01/2019
Auburn University Auburn AL 09/2017 06/2018
Auburn University Auburn AL 01/2016 05/2018
Ameriprise Financial Services, Llc Orlando FL 02/2021 06/2024
David Lerner Associates Boca Raton FL 03/2020 02/2021
Wells Fargo Clearing Services, Llc Winter Park FL 06/2024 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-27
S63 Uniform Securities Agent State Law Examination 2020-08-24
  • 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

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
WESTPEAK FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE WEALTH ADVISORS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROCKDALE FINANCIAL SERVICES, INC.

Other Investors

MARK ALLEN HEREGA
CHRISTOPHER MICHAEL KEEGAN
JAY RAXESHKUMAR SHAH
EUGENE CHO
WILLIAM JAMES BAXTER
JANICE MILARA
THOMAS F SYLVESTRO
ROBIN NICOLE BOLDEN

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · OAKHURST, NJ
WELLS FARGO CLEARING SERVICES, LLC · OAKHURST, NJ
EQUITABLE ADVISORS, LLC · OCEAN, NJ
WESTPEAK FINANCIAL · OCEAN, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OCEAN, NJ
CETERA INVESTMENT ADVISERS LLC · OCEAN, NJ
BROOKSTONE WEALTH ADVISORS, LLC · Wanamassa, NJ
EDWARD JONES · Oakhurst, NJ

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