Robert Domonicke Williams

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

• 08/2001 → 05/2025
  Wells Fargo Bank
  Petaluma, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Petaluma, CA
• 11/2016 → 05/2025
  Wells Fargo Clearing Services, Llc
  Petaluma, CA
• 05/2025 → 11/2025
  U.S. Bank
  Novato, CA
• 05/2025 → 11/2025
  U.S. Bancorp Investments, Inc.
  Novato, CA
• 11/2025 → Present
  Wells Fargo Bank, Na
  Novato, CA
• 11/2025 → Present
  Wells Fargo Clearing Services, Llc
  Novato, CA

Previous Registrations

• 2025-07-01 → 2025-11-06
  U.S. Bancorp Investments, Inc.
  Novato, CA
• 2011-01-03 → 2025-05-23
  Wells Fargo Clearing Services, Llc
  Santa Rosa, CA
  Santa Rosa, CA
  Petaluma, CA
  Corte Madera, CA
• 2005-06-27 → 2011-01-03
  Wells Fargo Investments, Llc
  Petaluma, CA
  Petaluma, CA
  Petaluma, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-06-24

Other Names

• Robert Domonicke Williams
• Robert Williams