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Thomas Joseph Antonelli

Wells Fargo Clearing Services, LLC

Minneapolis, MN

Anoka, MN

CRD 7439776

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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_RES 2025-06-26
MN RA APPROVED 2022-07-26
  • TX RA
    APPROVED_RES
    Since 2025-06-26
  • MN RA
    APPROVED
    Since 2022-07-26

Branch Locations

90 S 7Th St 10Th & 11Th Fls [Gq-Rbo], Minneapolis, MN 55402 • United States

2015 3Rd Ave, Anoka, MN 55303 • 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 Champlin MN 09/2021 02/2022
Wells Fargo Bank, Na Champlin MN 02/2015 Present
Wells Fargo Clearing Services, Llc Champlin MN 05/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-26
S63 Uniform Securities Agent State Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-26
  • S63 Uniform Securities Agent State Law Examination
    2022-07-01
Other Names
  • Thomas Joseph Antonelli
  • Thomas Joseph Antonelli
  • Thomas J Antonelli

View on SEC IAPD

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