Tony Patrick Vanhille

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Hobe Sound, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Hobe Sound, FL

Other Businesses

TRUSEE FOR FATHER'S TRUST; INV. RELATED; JANESVILLE, WI;START DATE 1/2022; 10 HRS PER MONTH; 1 HR DURING TRADING. TRUSEE FOR MOTHER'S TRUST; INV. RELATED;JANESVILLE, WI; START DATE 1/2022; 10 HRS PER MONTH; 1 HR DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-30
• S63 Uniform Securities Agent State Law Examination
  1999-05-07