Nancy Ann Hornberger

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Philadelphia, PA
• 11/2016 → 08/2022
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA
• 01/2023 → Present
  Wells Fargo Clearing Services, Llc
  Marlton, NJ
• 08/2022 → 01/2023
  Unemployed
  Marlton, NJ

Previous Registrations

• 2011-02-02 → 2022-08-19
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Philadelphia, PA
  Philadelphia, PA
  St. Louis, MO
  Philadelphia, PA
  Philadelphia, PA
• 2010-07-16 → 2010-11-17
  Investors Capital Corp.
  Horsham, PA
  Greenville, SC
• 2009-06-01 → 2010-04-21
  Morgan Stanley
  Marlton, NJ
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Voorhees, NJ
• 2006-01-17 → 2007-04-02
  Morgan Stanley Dw Inc.
  Voorhees, NJ
• 2005-07-19 → 2005-12-08
  Usallianz Securities, Inc.
  Voorhees, NJ
• 2004-05-21 → 2004-07-01
  Equitable Advisors, Llc
  Marlton, NJ

Other Businesses

EXECUTOR FOR MOTHER'S ESTATE; INV RELATED; CHERRY HILL, NJ; EXECUTOR; 05/2025; 4 HOURS PER MONTH; 0 DURING TRADING; EXECUTOR FOR MOTHER'S ESTATE

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-19
• S63 Uniform Securities Agent State Law Examination
  1993-02-18

Other Names

• Nancy Ann Pernas
• Nancy Ann Pernas
• Nancy Ann Hornberger
• Nancy Hornberger