Steven William Haines

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

• 03/2008 → 04/2026
  Pnc Investments
  Blue Bell, PA
• 04/2026 → Present
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA

Previous Registrations

• 2008-03-14 → 2026-04-27
  Pnc Wealth Management Llc
  Lansdale, PA
  Blue Bell, PA
  Norristown, PA
  Plymouth Meeting, PA
  Thorndale, PA
  Lansdale, PA
  Hatfield, PA
  Souderton, PA
  Plymouth Meeting, PA
  Phoenixville, PA
  Thorndale, PA
  Thorndale, PA
  East Norriton, PA
  Royersford, PA
  East Norriton, PA
  Conshohocken, PA
  King Of Prussia, PA
  Collegeville, PA
  Phoenixville, PA
  Audubon, PA
  Collegeville, PA
  Malvern, PA
  Ambler, PA
  Conshohocken, PA
  Collegeville, PA
  Phoenixville, PA

Exams

• S66 Uniform Combined State Law Examination
  2007-10-16
• S63 Uniform Securities Agent State Law Examination
  1991-07-29