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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-15 |
| OR | RA | APPROVED | 2025-10-01 |
Branch Locations
11601 Sw Beaverton Hillsdale Hwy, Beaverton, OR 97005 • United States
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Portland | OR | 10/2019 | 01/2021 |
| Wells Fargo Bank, Na | Portland | OR | 06/2016 | 07/2021 |
| Legacy Health | Portland | OR | 06/2013 | 09/2016 |
| Primerica Inc. | Portland | OR | 05/2019 | 10/2019 |
| Charles Schwab & Co., Inc. | Portland | OR | 07/2021 | 05/2025 |
| Charles Schwab Bank, Ssb | Portland | OR | 07/2021 | 05/2025 |
| Wells Fargo Bank, Na | Beaverton | OR | 08/2025 | Present |
| Wells Fargo Clearing Services, Llc | Beaverton | OR | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-27 |
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