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Amy Lilliam Friedrich

Wells Fargo Clearing Services, LLC

Durham, NC

Raleigh, NC

CRD 8196554

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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
NC RA APPROVED 2026-06-09
  • NC RA
    APPROVED
    Since 2026-06-09

Branch Locations

2821 Durham Chapel Hill Blvd, Durham, NC 27707 • United States

3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • 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 Durham NC 12/2025 Present
Wells Fargo Bank, Na Durham NC 09/2024 Present
Unemployed Raleigh NC 05/2024 08/2024
Mcgriff -Truist Bank Raleigh Nc Raleigh NC 10/2023 05/2024
Syneos Health, Llc Morrisville NC 04/2019 10/2023
Ibm-Rtp Durhamn NC 04/2018 04/2019
Eurasia Corporativa Roquets De Mar 01/2017 03/2018
Aceisur Cordoba 05/2015 12/2016
  • 12/2025 → Present
    Wells Fargo Clearing Services, Llc
    Durham, NC
  • 09/2024 → Present
    Wells Fargo Bank, Na
    Durham, NC
  • 05/2024 → 08/2024
    Unemployed
    Raleigh, NC
  • 10/2023 → 05/2024
    Mcgriff -Truist Bank Raleigh Nc
    Raleigh, NC
  • 04/2019 → 10/2023
    Syneos Health, Llc
    Morrisville, NC
  • 04/2018 → 04/2019
    Ibm-Rtp
    Durhamn, NC
  • 01/2017 → 03/2018
    Eurasia Corporativa
    Roquets De Mar
  • 05/2015 → 12/2016
    Aceisur
    Cordoba
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-09
S63 Uniform Securities Agent State Law Examination 2026-03-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-09
  • S63 Uniform Securities Agent State Law Examination
    2026-03-10
Other Names
  • Liliam D Friedrich
  • Amy L Friedrich

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
BRYANT & BRANNOCK, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON

Nearby Offices

STRATEGIC ADVISERS LLC · DURHAM, NC
BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC

More in Durham, NC

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