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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 | 2026-04-17 |
Branch Locations
5880 Bird Rd, Miami, FL 33155 • United States
396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2025 | 03/2026 |
| Regions Bank | Coral Gables | FL | 07/2023 | 03/2026 |
| Bank Of America | Miami | FL | 09/2018 | 05/2023 |
| Baruir's Coffee | New York | NY | 02/2016 | 08/2018 |
| Cetera Investment Advisers Llc | Miami | FL | 08/2025 | 03/2026 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 03/2026 | Present |
| Wells Fargo Bank, Na | Miami | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-11 |
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