Stephanie Leah Catherine Delano

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

• 06/2025 → Present
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
• 03/2022 → Present
  Wells Fargo Bank, Na
  Birmingham, AL
• 06/2021 → 03/2022
  Regions Bank
  Opelika, AL
• 09/2014 → 06/2021
  Ulta Beauty
  Opelika, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-09
• S63 Uniform Securities Agent State Law Examination
  2025-08-15

Other Names

• Stephanie Leah Catherine Marshall
• Stephanie Delano