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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-09 |
Branch Locations
331 Newman Springs Rd Bldg 2 2Nd Fl Ste 221 [J4-Rbo], Red Bank, NJ 07701 • United States
3001 Us Hwy 9, Howell, NJ 07731 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epa Financial Services Corp | Toms River | NJ | 06/2020 | 10/2025 |
| Double M Cleaning Llc | Toms River | NJ | 06/2017 | 05/2020 |
| Stay At Home Mom | Toms River | NJ | 05/2006 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Toms River | NJ | 10/2025 | Present |
| Wells Fargo Bank, Na | Toms River | NJ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-22 |
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