Best Investors Account Sign in

Ilona Raquel Weiss

Wells Fargo Clearing Services, LLC

New York, NY

CRD 2744758

Claim This Profile
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
NY RA APPROVED 2026-07-13
NJ RA APPROVED 2026-04-20
  • NY RA
    APPROVED
    Since 2026-07-13
  • NJ RA
    APPROVED
    Since 2026-04-20

Branch Locations

1 Penn Plaza 27Th Fl [Support Center], New York, NY 10119 • 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
Jp Morgan Securities Llc New York NY 08/2015 01/2026
Jpmorgan Chase Bank New York NY 08/2015 01/2026
Linea Aqua Llc South Plainfield NJ 09/2004 Present
Wells Fargo Clearing Services, Llc New York NY 01/2026 Present
  • 08/2015 → 01/2026
    Jp Morgan Securities Llc
    New York, NY
  • 08/2015 → 01/2026
    Jpmorgan Chase Bank
    New York, NY
  • 09/2004 → Present
    Linea Aqua Llc
    South Plainfield, NJ
  • 01/2026 → Present
    Wells Fargo Clearing Services, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-17
S63 Uniform Securities Agent State Law Examination 2015-10-02
  • S66 Uniform Combined State Law Examination
    2026-04-17
  • S63 Uniform Securities Agent State Law Examination
    2015-10-02
Other Names
  • Ilona Mitsel
  • Ilona R Weiss
  • Ilona Weiss
  • Ilona Raquel Mitsel
  • Ilona R Mitsel
  • Ilona Raquel Mitsel

View on SEC IAPD

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor