Osama Albibi

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

• 11/2013 → 07/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Panama City, FL
• 12/2013 → 07/2020
  Bank Of America, N.A.
  Panama City, FL
• 07/2020 → Present
  Wells Fargo Clearing Services, Llc
  Panama City, FL

Previous Registrations

• 2013-11-11 → 2020-07-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Panama City, FL
  Destin, FL
• 2009-07-24 → 2013-11-25
  Morgan Stanley
  Destin, FL
• 2006-02-23 → 2009-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Panama City, FL
  Panama City, FL

Other Businesses

ALBIBI FAMILY, LLC; NOT INVESTMENT RELATED; PANAMA CITY,FL; 49% OWNERSHIP; START DATE 01/01/2005; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ESTATE PLANNING AND REAL ESTATE INVESTING.; TRUSTEE FOR AUNT AND UNCLE'S TRUST, INV RELATED, LEXINGTON, MA, START: 12/31/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR AUNT AND UNCLE'S IRREVOCABLE TRUST, INV RELATED, LEXINGTON, MA, START: 12/31/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-21

Other Names

• Sam Albibi
• Osama R Albibi
• Osama Riyad Albibi