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William Frederick Lemnitzer

Wells Fargo Clearing Services, LLC

Mclean, VA

Burke, VA

CRD 2727034

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-05
VA RA APPROVED 2014-11-13
  • TX RA
    APPROVED_RES
    Since 2024-03-05
  • VA RA
    APPROVED
    Since 2014-11-13

Branch Locations

1650 Tysons Blvd Ste 500, Mclean, VA 22102 • United States

Burke, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Mclean VA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Mclean VA 11/2016 Present
Previous Registrations
Other Businesses

TEACHING VARIOUS CLASSES AND LEADING GENERAL DISCUSSION GROUPS IN FAIRFAX COUNTY; START 1/1/04.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-13
S63 Uniform Securities Agent State Law Examination 1996-05-22
  • S65 Uniform Investment Adviser Law Examination
    2014-11-13
  • S63 Uniform Securities Agent State Law Examination
    1996-05-22
Other Names
  • Bill Lemnitzer

View on SEC IAPD

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Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA

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