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Savannah Sowers Susanin

Wells Fargo Clearing Services, LLC

Hickory, NC

Davidson, NC

CRD 8137811

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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
TX RA APPROVED 2025-11-20
NC RA APPROVED 2025-09-15
  • TX RA
    APPROVED
    Since 2025-11-20
  • NC RA
    APPROVED
    Since 2025-09-15

Branch Locations

1377 N Center St, Hickory, NC 28601 • United States

130 Harbour Pl Dr Ste 200, Davidson, NC 28036 • 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 Hickory NC 07/2025 Present
Humana, Inc. Louisville KY 08/2022 05/2025
Unc Kenan-Flagler Business School Chapel Hill NC 08/2020 05/2022
Unemployed Hickory NC 03/2020 08/2020
Nbcuniversal New York NY 07/2016 03/2020
  • 07/2025 → Present
    Hickory, NC
  • 08/2022 → 05/2025
    Humana, Inc.
    Louisville, KY
  • 08/2020 → 05/2022
    Unc Kenan-Flagler Business School
    Chapel Hill, NC
  • 03/2020 → 08/2020
    Unemployed
    Hickory, NC
  • 07/2016 → 03/2020
    Nbcuniversal
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-15
  • S66 Uniform Combined State Law Examination
    2025-09-15
Other Names
  • Savannah Sowers
  • Savannah Sowers Susanin
  • Savannah Louise Sowers

View on SEC IAPD

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