Lily Buchanan Smith

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

• 10/2025 → Present
  Wells Fargo Clearing Services
  Charlotte, NC
• 07/2025 → Present
  Wells Fargo Bank
  Charlotte, NC
• 05/2025 → 07/2025
  Unemployed
  Greenville, SC
• 08/2024 → 05/2025
  Iptay
  Clemson, SC
• 06/2024 → 08/2024
  Medfirst Staffing, Llc
  Piedmont, SC
• 01/2024 → 05/2024
  Cea Capa Education Abroad
  Barcelona
• 08/2023 → 12/2023
  Iptay
  Clemson, SC
• 06/2023 → 08/2023
  Stratos Wealth Partners
  Elmhurst, IL
• 08/2022 → 05/2023
  Clemson University
  Clemson, SC
• 05/2022 → 08/2022
  The Club At Wynstone
  North Barrington, IL
• 08/2021 → 05/2022
  Clemson University
  Clemson, SC
• 08/2017 → 05/2021
  Saint Viator High School
  Arlington Heights, IL
• 08/2014 → 05/2017
  Station Middle School
  Barrington, IL
• 05/2021 → 08/2021
  Unemployed
  Barrington, IL
• 05/2017 → 08/2017
  Unemployed
  Barrington, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-04-08