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Michael Joseph Beda

Wells Fargo Clearing Services, LLC

Naples, FL

Naples, FL

CRD 8127033

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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
FL RA APPROVED 2025-07-09
  • FL RA
    APPROVED
    Since 2025-07-09

Branch Locations

9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States

15219 Collier Blvd, Naples, FL 34119 • 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 Bank, Na Naples FL 08/2024 Present
Wells Fargo Clearing Services, Llc Naples FL 07/2025 Present
Eden Global Capital Saigon 06/2022 07/2025
Idoru Capital Management Tallinn 09/2020 06/2022
Huaxia Finance Shanghai 06/2015 09/2020
  • 08/2024 → Present
    Wells Fargo Bank, Na
    Naples, FL
  • 07/2025 → Present
    Wells Fargo Clearing Services, Llc
    Naples, FL
  • 06/2022 → 07/2025
    Eden Global Capital
    Saigon
  • 09/2020 → 06/2022
    Idoru Capital Management
    Tallinn
  • 06/2015 → 09/2020
    Huaxia Finance
    Shanghai
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-13
S63 Uniform Securities Agent State Law Examination 2025-01-08
  • S65 Uniform Investment Adviser Law Examination
    2025-02-13
  • S63 Uniform Securities Agent State Law Examination
    2025-01-08

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.

Nearby Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL

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