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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| CA | RA | APPROVED | 2001-09-10 |
Branch Locations
301 University Ave 2Nd Fl, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palo Alto | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | Present |
TRUSTEE FOR MOTHER (2); INV RELATED; PALO ALTO, CA; START: 10/13/16; 15 HRS/MO; 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, PALO ALTO, CA, 100% OWNERSHIP, START 12/1/2018, 4 HOURS PER MONTH, .1 HOURS DURING TRADING, OWNERSHIP AND WORKING WITH PROPERTY MANAGER. | RENTAL PROPERTY; INV RELATED; MOUNTAIN VIEW, CA; 100% OWNERSHIP; 08/2025; 4 HOURS PER MONTH; 0 DURING TRADING; INVESTMENT PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-09 |
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