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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-27 |
Branch Locations
999 Waterside Dr Ste 1800, Dominion Tower [V4-Rbo], Norfolk, VA 23510 • United States
3936 Portsmouth Blvd, Chesapeake, VA 23321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Chesapeake | VA | 01/2025 | Present |
| Wells Fargo Bank, Na | Chesapeake | VA | 11/2021 | Present |
| Geico | Virginia Beach | VA | 03/2016 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-05 |
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