Benjamin Taylor Blue

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

• 06/2018 → Present
  Wells Fargo Clearing Services, Llc.
  Henrico, VA
• 01/2016 → 03/2017
  Wells Fargo Bank Na
  Short Pump, VA
• 04/2017 → Present
  Wells Fargo Bank Na
  Henrico, VA

Other Businesses

RVA PARTY RENTALS, NOT INV RELATED, RICHMOND, VA, DRIVER, START 5/14/2022, 15 HOURS PER MONTH, ZERO HOURS DURING TRADING, DELIVERING BOUNCE HOUSES. BLUE VENDING SERVICES LLC; INV RELATED; HENRICO, VA; 45% OWNERSHIP; START DATE 4/1/2024; 32 HOURS PER MONTH; 0 DURING TRADING; DAY-TO-DAY OPERATIONS OF RESUPPLYING VENDING MACHINES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-26
• S63 Uniform Securities Agent State Law Examination
  2018-10-01

Other Names

• Teddy Blue
• Ted Blue
• Benjamin T Blue