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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-30 |
| PA | RA | APPROVED | 2017-02-06 |
Branch Locations
3485 Lincoln Hwy, Thorndale, PA 19372 • United States
100 N 18Th St 22Nd Fl [L2-Rbo], Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Villanova | PA | 06/2009 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-03 |
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