Sandra Allen Petersdorf

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

• 11/2021 → 06/2022
  Wells Fargo Clearing Services, Llc
  Delray Beach, FL
• 11/2021 → 06/2022
  Wells Fargo Bank, Na
  Delray Beach, FL
• 01/2023 → Present
  Wells Fargo Clearing Services, Llc
  Flower Mound, TX
• 01/2023 → Present
  Wells Fargo Bank, Na
  Flower Mound, TX
• 06/2016 → 08/2020
  Wells Fargo
  Hurst, TX
• 08/2020 → 11/2021
  Preferred Care At Home
  Coral Springs, FL
• 06/2022 → 01/2023
  Preferred Care At Home
  Coral Springs, FL

Previous Registrations

• 2022-01-04 → 2022-06-10
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
  Delray Beach, FL
• 2019-08-19 → 2020-08-31
  Wells Fargo Clearing Services, Llc
  Hurst, TX
  Fort Worth, TX

Other Businesses

PREFERRED CARE AT HOME DBA HORIZON PCAH LLC, NOT INV RELATED, CORAL SPRINGS, FL, 50% OWNERSHIP, START 8/13/2020, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, ADMINISTRATION AND PAYROLL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-19
• S63 Uniform Securities Agent State Law Examination
  2019-06-18

Other Names

• Sandy Petersdorf Allen
• Sandra Jean Petersdorf
• Sandy Jean Petersdorf
• Sandra Allen
• Sandra Petersdorf Allen
• Sandra Allen Petersdorf
• Sandra Allen Petersdorf
• Sandra A Petersdorf