Donna Santangelo Cleveland

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

• 03/2010 → 11/2016
  Wells Fargo Advisors Llc
  Haddon Township, NJ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Haddon Township, NJ

Previous Registrations

• 2009-11-17 → 2010-03-12
  Td Wealth Management Services Inc.
  Bridgeton, NJ
  Little Egg Harbor, NJ
• 2008-02-11 → 2009-11-17
  Cetera Investment Services Llc
  Bridgeton, NJ

Other Businesses

RENTAL PROPERTY, INV RELATED, OCEAN CITY, NJ, 100% OWNERSHIP, START 5/1/2021, ZERO HOURS PER MONTH, ZERO DURING TRADING.;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-06
• S63 Uniform Securities Agent State Law Examination
  2002-08-09

Other Names

• Donna S Cleveland
• Donna Marie Santangelo