Donald Vito Amoruso

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

• 05/2007 → 03/2022
  Citigroup Global Markets Inc.
  Northbrook, IL
• 03/2022 → Present
  Wells Fargo Clearing Services, Llc
  Chicago, IL

Previous Registrations

• 2007-05-29 → 2022-03-25
  Citigroup Global Markets Inc.
  New York, NY
  Chicago, IL
  Chicago, IL
  Long Island City, NY
  Tampa, FL
  San Antonio, TX
  Northbrook, IL
  Vernon Hills, IL
  Chicago, IL
  Schaumburg, IL
  Miami, FL
• 2006-03-23 → 2007-05-29
  Citicorp Investment Services
  Northbrook, IL
  Northbrook, IL
• 2004-11-18 → 2006-03-15
  Fifth Third Securities, Inc.
  Gurnee, IL
• 2001-12-05 → 2002-08-19
  Harrisdirect Llc
  Barrington, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-19
• S63 Uniform Securities Agent State Law Examination
  1992-08-18

Designations

• Certified Financial Planner