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Eldad Neumeier

Wells Fargo Clearing Services, LLC

New York, NY

CRD 6979816

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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
NY RA APPROVED 2024-10-10
TX RA APPROVED 2024-10-10
  • NY RA
    APPROVED
    Since 2024-10-10
  • TX RA
    APPROVED
    Since 2024-10-10

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
Jpmorgan Chase Bank, N.A. New York NY 06/2018 07/2019
Jpmorgan Securities, Llc. New York NY 06/2018 07/2019
Draco Group Atlanta GA 02/2017 04/2018
Us Army National Guard - Rhode Island Providence RI 04/2012 07/2019
Columbia University New York NY 09/2010 12/2017
Morgan Stanley New York NY 07/2019 10/2024
Wells Fargo Clearing Services, Llc New York NY 10/2024 Present
  • 06/2018 → 07/2019
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 06/2018 → 07/2019
    Jpmorgan Securities, Llc.
    New York, NY
  • 02/2017 → 04/2018
    Draco Group
    Atlanta, GA
  • 04/2012 → 07/2019
    Us Army National Guard - Rhode Island
    Providence, RI
  • 09/2010 → 12/2017
    Columbia University
    New York, NY
  • 07/2019 → 10/2024
    Morgan Stanley
    New York, NY
  • 10/2024 → Present
    Wells Fargo Clearing Services, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-11
S63 Uniform Securities Agent State Law Examination 2018-11-16
  • S65 Uniform Investment Adviser Law Examination
    2019-06-11
  • S63 Uniform Securities Agent State Law Examination
    2018-11-16

View on SEC IAPD

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