Best Investors Account Sign in

Dylan Connor Robison

Wells Fargo Clearing Services, LLC

Oakton, VA

Mclean, VA

CRD 8182400

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
VA RA APPROVED 2025-11-06
  • VA RA
    APPROVED
    Since 2025-11-06

Branch Locations

2946 Chain Bridge Rd Ste A, Oakton, VA 22124 • United States

1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • 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 Oakton VA 10/2025 Present
Wells Fargo Bank, Na Oakton VA 10/2025 Present
Truist Financial Corporation Arlington VA 11/2023 10/2025
Wells Fargo Bank Alexandria VA 07/2023 11/2023
Boston Market Alexandria VA 10/2022 07/2023
Part Time Door Dash Driver Alexandria VA 08/2021 10/2022
Servpro Of Mclean Springfield VA 08/2020 08/2021
No Prior Work Experience Alexandria VA 01/2015 08/2020
  • 10/2025 → Present
    Wells Fargo Clearing Services, Llc
    Oakton, VA
  • 10/2025 → Present
    Wells Fargo Bank, Na
    Oakton, VA
  • 11/2023 → 10/2025
    Truist Financial Corporation
    Arlington, VA
  • 07/2023 → 11/2023
    Wells Fargo Bank
    Alexandria, VA
  • 10/2022 → 07/2023
    Boston Market
    Alexandria, VA
  • 08/2021 → 10/2022
    Part Time Door Dash Driver
    Alexandria, VA
  • 08/2020 → 08/2021
    Servpro Of Mclean
    Springfield, VA
  • 01/2015 → 08/2020
    No Prior Work Experience
    Alexandria, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-22
S65 Uniform Investment Adviser Law Examination 2025-05-03
  • S63 Uniform Securities Agent State Law Examination
    2025-05-22
  • S65 Uniform Investment Adviser Law Examination
    2025-05-03

View on SEC IAPD

Nearby Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Gary Kealii Wong
Anthony Acampora
Austin W Longacre

Nearby Offices

EDWARD JONES · OAKTON, VA
CETERA INVESTMENT ADVISERS LLC · OAKTON, VA
AMERIPRISE FINANCIAL SERVICES, LLC · FAIRFAX, VA

More in Oakton, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor