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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
| TX | RA | APPROVED_RES | 2018-05-16 |
| IN | RA | APPROVED | 2018-05-15 |
| NJ | RA | APPROVED | 2018-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Leumi Usa | New York | NY | 09/2000 | 05/2018 |
| Wells Fargo Clearing Services Llc | New York | NY | 05/2018 | Present |
WYZANT, NOT INV RELATED, CHICAGO, IL, RUSSIAN TUTOR, START 1/1/2018, 10 HOURS PER MONTH, ZERO DURING TRADING, ONLINE RUSSIAN LANGUAGE TUTORING. RENTAL PROPERTY, INV RELATED, BROOKLYN, NY, 100% OWNERSHIP, START 1/1/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-16 |
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