Ethan Brodie Mcdaniel

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

• 11/2019 → 03/2020
  Rhi General Group
  San Ramon, CA
• 11/2019 → Present
  Wells Fargo Clearing Services
  Charlotte, NC
• 05/2017 → 08/2017
  Shutterfly Inc.
  Fort Mill, SC
• 05/2018 → 08/2018
  Shutterfly Inc.
  Fort Mill, SC
• 09/2019 → 10/2019
  Office Pride
  Charlotte, NC
• 08/2016 → 05/2017
  Auburn University
  Auburn, AL
• 08/2017 → 05/2018
  Auburn Universtiy
  Auburn, AL
• 08/2018 → 08/2019
  Auburn University
  Auburn, AL

Exams

• S66 Uniform Combined State Law Examination
  2020-02-07

Other Names

• Ethan Mcdaniel