Zachary Head

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

• 09/2014 → 04/2019
  Pnc Bank
  Silver Spring, MD
• 04/2019 → 11/2023
  Pnc Investments
  Silver Spring, MD
• 11/2023 → Present
  Wells Fargo Clearing Services, Llc (
  Annapolis, MD

Previous Registrations

• 2019-10-11 → 2023-12-15
  Pnc Wealth Management Llc
  Silver Spring, MD
  Laurel, MD
  Silver Spring, MD
  Laurel, MD
  Greenbelt, MD
  Rockville, MD
  Bethesda, MD
  Olney, MD
  Potomac, MD
  Rockville, MD
  Rockville, MD

Exams

• S66 Uniform Combined State Law Examination
  2019-10-11

Other Names

• Zachary R Head
• Zachary Richards Head