Amy Gelo

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
  Rockaway, NJ
• 11/2016 → 01/2020
  Wells Fargo Clearing Services, Llc
  Rockaway, NJ
• 10/2020 → 06/2021
  Morgan Stanley
  Morristown, NJ
• 01/2020 → 10/2020
  Wells Fargo Advisors
  Short Hills, NJ
• 06/2021 → 10/2024
  Wells Fargo Clearing Services, Llc.
  Short Hills, NJ
• 10/2024 → 07/2025
  Wells Fargo Advisors Financial Network, Llc
  Fairfield, NJ
• 08/2025 → Present
  Wells Fargo Clearing Services, Llc
  Florham Park, NJ

Previous Registrations

• 2024-10-03 → 2025-04-16
  Wells Fargo Advisors Financial Network, Llc
  Parsippany, NJ
  St. Louis, MO
• 2021-06-22 → 2024-10-03
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
  Fairfield, NJ
• 2020-11-05 → 2021-06-11
  Morgan Stanley
  Morristown, NJ
• 2008-01-01 → 2020-01-23
  Wells Fargo Clearing Services, Llc
  Mountain Lakes, NJ
  Short Hills, NJ
• 2005-07-27 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Rockaway, NJ
  St. Louis, MO
  Rockaway, NJ

Exams

• S66 Uniform Combined State Law Examination
  2012-10-11
• S63 Uniform Securities Agent State Law Examination
  1996-07-01

Other Names

• Amy Catherine Dauernheim
• Amy C Gelo
• Amy Gelo
• Amy Catherine Gelo