Inna Raiskin White

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

• 11/2015 → Present
  Wells Fargo Bank
  New York, NY
• 11/2015 → 11/2016
  Wells Fargo Advisors, Llc
  New York, NY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Other Businesses

CO-TRUSTEE OF TRUST ESTABLISHED BY PARENTS FBO DEPENDENT CHILDREN; INV. RELATED; BROOKLYN, NY; START DATE 5/6/11; 0 HRS PER MONTH. RENTAL PROPERTY, INVT RELATED, MIDDLETOWN, RI, 100% OWNERSHIP, START DATE 6/1/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF SECOND HOME. UJA FEDERATION NEW YORK, INVT RELATED, NEW YORK, NY, BROOKLYN ADVISORY COMMITTEE, START DATE 6/6/2023, 0.5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, IDENTIFYING NEEDS IN BROOKLYN, IDENTIFYING POTENTIAL PARTNERS, PROVIDE STRATEGIC OVERSIGHT ON GRANTMAKING PORTFOLIO AND CONNECTING UJA-BROOKLYN WITH OTHER ORGANIZATIONS. RENTAL PROPERTY; INV RELATED; NEWPORT, RI; 100% OWNERSHIP; START DATE 7/5/2024; 0 HOURS PER MONTH; 0 DURING TRADING; RENTING UNUSED DAYS/WEEKS OF TIMESHARE. RENTAL PROPERTY; INV RELATED; ORLANDO, FL; 100% OWNERSHIP; START DATE 6/30/2024; 0 HOURS PER MONTH; 0 DURING TRADING; RENTING UNUSED DAYS/WEEKS OF TIMESHARE. RENTAL PROPERTY; INV RELATED; STOWE, VT; 100% OWNERSHIP; START DATE 1/15/2024; 0 HOURS PER MONTH; 0 DURING TRADING; RENTING UNUSED DAYS/WEEKS OF TIMESHARE.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-11
• S63 Uniform Securities Agent State Law Examination
  1996-02-09

Other Names

• Inna Rayskina
• Inna Raiskin
• Inna Raiskin White