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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
1510 Cortez Rd W, Bradenton, FL 34207 • United States
1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 10/2019 | 07/2026 |
| Bank Of America, N.A. | Tampa | FL | 01/2017 | 10/2019 |
| Wells Fargo Bank | Tampa | FL | 03/2014 | 01/2017 |
| Bank Of America, N.A. | Tampa | FL | 12/2019 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-08 |
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