Best Investors Account Sign in

Sequoia Amanah Edwards

Wells Fargo Clearing Services, LLC

Newark, DE

Columbia, MD

CRD 8081265

Claim This Profile
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
DE RA APPROVED 2025-07-09
  • DE RA
    APPROVED
    Since 2025-07-09

Branch Locations

622 S College Ave, Newark, DE 19713 • United States

8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • 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 Newark DE 04/2025 Present
Wells Fargo Bank, Na Newark DE 08/2021 Present
Cvs Pharmacy Newark DE 06/2018 08/2021
Walmart Elkton DE 07/2017 03/2018
Elkton High School Elkton DE 08/2013 06/2017
Instacart Elkton MD 03/2025 03/2025
Amanah Xxi Llc Elkton MD 03/2020 02/2021
  • 04/2025 → Present
    Wells Fargo Clearing Services, Llc
    Newark, DE
  • 08/2021 → Present
    Wells Fargo Bank, Na
    Newark, DE
  • 06/2018 → 08/2021
    Cvs Pharmacy
    Newark, DE
  • 07/2017 → 03/2018
    Walmart
    Elkton, DE
  • 08/2013 → 06/2017
    Elkton High School
    Elkton, DE
  • 03/2025 → 03/2025
    Instacart
    Elkton, MD
  • 03/2020 → 02/2021
    Amanah Xxi Llc
    Elkton, MD
Other Businesses

DOORDASH - DASHER; NOT INV RELATED; SAN FRANCISCO, CA; FOOD DELIVERY; DASHER ; START DATE: 07/19/2025; 20 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-09
S63 Uniform Securities Agent State Law Examination 2025-02-08
  • S65 Uniform Investment Adviser Law Examination
    2025-07-09
  • S63 Uniform Securities Agent State Law Examination
    2025-02-08
Other Names
  • Sequoia Edwards

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
JPL ASSET MANAGEMENT AND PLANNING, LLC
NJM VENCAP LLC

Nearby Investors

WILLIAM JASON HAGERMAN
CHRISTOPHER M BURGOS
Deborah A Sniadowski-Lindeke

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · NEWARK, DE
JPL ASSET MANAGEMENT AND PLANNING, LLC · NEWARK, DE
NJM VENCAP LLC · NEWARK, DE

More in Newark, DE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor