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Daniel M Bochicchio

Wells Fargo Clearing Services, LLC

Linwood, NJ

CRD 7987424

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-30
NJ RA APPROVED 2025-01-13
  • TX RA
    APPROVED
    Since 2025-04-30
  • NJ RA
    APPROVED
    Since 2025-01-13

Branch Locations

1201 New Rd, Ste 207 Cornerstone Commerce Center, Linwood, NJ 08221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Linwood NJ 09/2024 Present
Douglas Elliman Manhattan NY 01/2019 09/2024
Wilhelmina Models Nyc Manhattan NY 03/2014 09/2024
  • 09/2024 → Present
    Linwood, NJ
  • 01/2019 → 09/2024
    Douglas Elliman
    Manhattan, NY
  • 03/2014 → 09/2024
    Wilhelmina Models Nyc
    Manhattan, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-06-28
Other Names
  • Danny Bochicchio
  • Dan Bochicchio
  • Daniel Bochicchio

View on SEC IAPD

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