Christopher John Murrer

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

• 03/2022 → 08/2022
  W&S Brokerage
  Cincinnati, OH
• 01/2022 → 08/2022
  Western Southern Life
  Melbourne, FL
• 04/2021 → 01/2022
  New York Life
  Maitland, FL
• 01/2020 → 04/2021
  Doordash
  Rochester, NY
• 08/2018 → 01/2020
  The Ohio State University
  Columbus, OH
• 04/2018 → 08/2018
  Canandaigua Yacht Club
  Canandaigua, NY
• 02/2017 → 04/2018
  Fruit & Salad Co.
  Pittsford, NY
• 07/2014 → 06/2018
  Pittsford Sutherland Highschool
  Pittsford, NY
• 11/2022 → 03/2024
  Valic Financial Advisors, Inc.
  Orlando, FL
• 11/2022 → 03/2024
  Agia
  Houston, TX
• 07/2024 → Present
  Wells Fargo Clearing Services, Llc
  Venice, FL
• 07/2024 → Present
  Wells Fargo Bank, Na
  Venice, FL
• 04/2024 → 07/2024
  Unemployed
  Venice, FL

Previous Registrations

• 2022-11-14 → 2024-04-09
  Valic Financial Advisors, Inc.
  Orlando, FL
  Orlando, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-11-04
• S65 Uniform Investment Adviser Law Examination
  2022-10-21

Other Names

• Christopher Murrer
• Christopher John Murrer
• Chris Murrer