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Marciano Conrado Ambrosio Almeda

Wells Fargo Clearing Services, LLC

Pasadena, CA

Encino, CA

CRD 7092780

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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
CA RA APPROVED 2023-06-05
  • CA RA
    APPROVED
    Since 2023-06-05

Branch Locations

82 S Lake Ave, Pasadena, CA 91101 • United States

15760 Ventura Blvd Ste 1250 [Sk-Rbo], Encino, CA 91436 • 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 Bank, N.A. Pasadena CA 11/2014 04/2021
Wells Fargo Clearing Services, Llc Pasadena CA 04/2019 04/2021
Jpmorgan Chase Bank, N.A. West Hollywood CA 04/2021 02/2023
J.P. Morgan Securities Llc West Hollywood CA 04/2021 02/2023
Wells Fargo Clearing Services, Llc Pasadena CA 02/2023 Present
Wells Fargo Bank, Na Pasadena CA 02/2023 Present
  • 11/2014 → 04/2021
    Wells Fargo Bank, N.A.
    Pasadena, CA
  • 04/2019 → 04/2021
    Pasadena, CA
  • 04/2021 → 02/2023
    Jpmorgan Chase Bank, N.A.
    West Hollywood, CA
  • 04/2021 → 02/2023
    J.P. Morgan Securities Llc
    West Hollywood, CA
  • 02/2023 → Present
    Pasadena, CA
  • 02/2023 → Present
    Wells Fargo Bank, Na
    Pasadena, CA
Other Businesses

RENTAL PROPERTY, INV RELATED, ARLINGTON, TX, 100% OWNERSHIP, START 8/31/2017, 8 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY,, INVT RELATED, PLANO, TX, 100% OWNERSHIP, START DATE 12/31/2015, 8 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD. PALAKOL PERFORMANCE; NOT INV RELATED;PLANO,TX; PICKLEBALL GEAR SALES; BRAND AMBASSADOR; START DATE: 07/06/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-05
S63 Uniform Securities Agent State Law Examination 2019-06-11
  • S66 Uniform Combined State Law Examination
    2023-05-05
  • S63 Uniform Securities Agent State Law Examination
    2019-06-11
Other Names
  • Marciano Almeda
  • Mico Almeda
  • Marciano Conrado Ambrosio Almeda

View on SEC IAPD

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