Noah Shawn Berryman

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
  Salem, OR
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Salem, OR

Other Businesses

BERRYMAN GROUP LLC; INV RELATED; WOODBURN, OR; COMMERCIAL REAL ESTATE; 3% OWNER;START 2001; 0 HOURS PER MONTH AND 0 DURING SECURITIES TRADING HOURS.; MT ANGEL PROPERTIES LLC, INV RELATED, WOODBURN, OR, 7.1% OWNER, START: 4/11, 0 HOURS PER MONTH/0 DURING TRADING, NO DUTIES. RENTAL PROPERTY; INVESTMENT RELATED; SPRINGFIELD,OH; 4% OWNERSHIP; START DATE 01/01/1999; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS TENANTS AND RENT.; POWER OF ATTORNEY FOR FATHER, INV RELATED, SISTERS, OR, START: 5/27/2021, 1 HR/MONTH, 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-13
• S63 Uniform Securities Agent State Law Examination
  1995-02-22

Other Names

• Noah Berryman