Amy Constance Robinson

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
  Williamsburg, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Williamsburg, VA

Other Businesses

POWER OF ATTORNEY FOR NIECE; INV. RELATED; NEWPORT NEWS, VA; START DATE 2/12/2016; 4 HRS PER MONTH; 1 HR DURING TRADING. TRINITY LUTHERAN CHURCH, INV RELATED, NEWPORT NEWS, VA, THE TEAM FOUNDATION TRUSTEE, START 11/6/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS, APPROVING OR REJECTING ADVISOR RECOMMENDATIONS, DISCUSSING AND APPROVING CHARITABLE GIFTS, AND CHURCH BUILDING MAINTENANCE. NOTARY, NOT INVT RELATED, RICHMOND, VA, NOTARY PUBLIC, START DATE 8/8/1996, 2 HRS PER MONTH, 2 HRS DURING TRADING, NOTARIZE DOCUMENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-23
• S63 Uniform Securities Agent State Law Examination
  2005-04-26

Other Names

• Amy Nelson
• Amy Smith
• Amy Constance Robinson
• Amy Constance Hall
• Amy Constance Smithnelson