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Perry Ian Melnick

Wells Fargo Clearing Services, LLC

Newport Beach, CA

Irvine, CA

CRD 4988940

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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
CA RA APPROVED 2011-01-03
  • CA RA
    APPROVED
    Since 2011-01-03

Branch Locations

2750 W Coast Hwy, Newport Beach, CA 92663 • United States

5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • 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 Advisors Llc Newport Beach CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Newport Beach CA 11/2016 Present
Previous Registrations
  • 2005-11-14 → 2011-01-03
    Wells Fargo Investments, Llc
    Newport Beach, CA
    Newport Beach, CA
Other Businesses

DUFFY LIFE, LLC,NOT INV RELATED, NEWPORT BEACH, CA, 14.3% OWNER, START: 2/16/2018, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: BOAT MAINTENANCE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-11
  • S66 Uniform Combined State Law Examination
    2005-11-11

View on SEC IAPD

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