Elizabeth Catherine Russell

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

• 01/2026 → Present
  Wells Fargo Clearing Services, Llc
  Wilmington, DE
• 10/2018 → Present
  Wells Fargo Bank, Na
  Wilmington, DE
• 10/2020 → 03/2021
  The Stonebarn
  Kennett Square, PA
• 08/2018 → 11/2018
  Sawmill Grill
  Oxford, PA
• 01/2018 → 06/2018
  Hockessin Auction Company
  Hockessin, DE
• 05/2017 → 01/2018
  Station Ale House
  North East, MD
• 07/2015 → 10/2017
  Northbay Adventure Camp
  North East, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-18
• S63 Uniform Securities Agent State Law Examination
  2026-03-24