Frank Paul Chrissotimos

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
  New York, NY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Other Businesses

MILLMANN PROPERTIES LLC; INVESTMENT RELATED; WEST NYACK, NY; REAL ESTATE; 3% OWNER; START DATE 3/2001; 25 HRS PER MONTH; 0 DURING TRADING HRS; DUTIES - MAINTAINING PROPERTY RENTAL PROPERTY; INVESTMENT RELATED; BRONX,NY; 30% OWNERSHIP; START DATE 01/03/2000; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; BRONX,NY; 30% OWNERSHIP; START DATE 01/03/2000; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-16
• S63 Uniform Securities Agent State Law Examination
  1993-08-18

Other Names

• Frank P Chrissotimos