William Anthony Bresley

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
  Burlington, NJ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Burlington, NJ

Previous Registrations

• 2004-10-20 → 2005-05-16
  Banc Of America Investment Services, Inc.
  Mt. Laurel, NJ
• 2002-09-23 → 2004-10-20
  Quick & Reilly, Inc.
  Haddonfield, NJ
• 2002-07-29 → 2002-09-18
  Prudential Equity Group, Llc
  Marlton, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-23
• S63 Uniform Securities Agent State Law Examination
  1993-08-06