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Mack Zelnick

Wells Fargo Clearing Services, LLC

New York, NY

CRD 7404246

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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:

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
TX RA APPROVED 2025-11-12
NY RA APPROVED 2025-09-10
  • TX RA
    APPROVED
    Since 2025-11-12
  • NY RA
    APPROVED
    Since 2025-09-10

Branch Locations

280 Park Ave 27Th & 29Th Fls, New York, NY 10017 • 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
Wells Fargo Clearing Services, Llc New York NY 09/2024 Present
Horace Mann School Bronx NY 09/2014 05/2020
Univeristy Of Wisconsin Madison Madison WI 08/2020 05/2024
Stifel New York NY 07/2021 09/2021
Stifel New York NY 07/2022 09/2022
Neuberger Berman New York NY 07/2023 09/2023
Unemployed New York NY 06/2020 08/2020
Unemployed New York NY 05/2024 09/2024
  • 09/2024 → Present
    Wells Fargo Clearing Services, Llc
    New York, NY
  • 09/2014 → 05/2020
    Horace Mann School
    Bronx, NY
  • 08/2020 → 05/2024
    Univeristy Of Wisconsin Madison
    Madison, WI
  • 07/2021 → 09/2021
    Stifel
    New York, NY
  • 07/2022 → 09/2022
    Stifel
    New York, NY
  • 07/2023 → 09/2023
    Neuberger Berman
    New York, NY
  • 06/2020 → 08/2020
    Unemployed
    New York, NY
  • 05/2024 → 09/2024
    Unemployed
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-05
S63 Uniform Securities Agent State Law Examination 2025-07-16
  • S66 Uniform Combined State Law Examination
    2025-08-05
  • S63 Uniform Securities Agent State Law Examination
    2025-07-16
Other Names
  • Mack Joseph Zelnick

View on SEC IAPD

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