Gary M Rudow

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

• 01/2015 → 11/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2017 → 02/2025
  Stifel Nicolaus & Co Inc
  New York, NY
• 02/2025 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Previous Registrations

• 2017-12-11 → 2025-03-04
  Stifel, Nicolaus & Company, Incorporated
  New York, NY

Other Businesses

1. Scarlet Knights Wrestling Club; College Ave New Brunswick NJ; University Athletics; Board Member; various; 10/02/2017; 3.00 Hour(s) Per Month; not during securities trading hours; Not Investment-Related 2. Raritan Sigma Phi Epsilon Corporation; PO Box 470 New Brunswick NJ 07090; College Fraternity Alumni Board; Director; various; 10/02/2017; 2.00 Hour(s) Per Month; not during securities trading hours; Not Investment-Related | POWER OF ATTORNEY FOR FATHER; INV RELATED; WESTFIELD, NJ; POA; 02/2022; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; ASSIST FATHER WITH FINANCIAL AFFAIRS

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-29
• S63 Uniform Securities Agent State Law Examination
  1995-01-26

Other Names

• Gary Mitchell Rudow