Brent Allen Melrath

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

• 04/2010 → Present
  Wachovia Bank, N.A.
  Reading, PA
• 07/2010 → 11/2016
  Wells Fargo Advisors Llc
  Reading, PA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Reading, PA

Previous Registrations

• 2009-07-08 → 2010-04-08
  Equitable Advisors, Llc
  Bala Cynwyd, PA
• 2008-12-02 → 2009-01-26
  Ameriprise Financial Services, Llc
  Marlton, NJ

Other Businesses

OXFORD AREA NEIGHBORHOOD SERVICES CENTER, INC, INVT RELATED, OXFORD, PA, SUB FINANCE COMMITTEE, START DATE 1/30/2021, 4 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MONTHLY BOARD MEETINGS TO REVIEW FINANCIAL STATEMENTS ON SUB COMMITTEE FOR FINANCE.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-01

Other Names

• Brent Melrath
• Brent A. Melrath
• Brent A Melrath