Ghassan C Howell

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

• 07/2007 → 04/2023
  Wells Fargo Bank, N.A.
  Redwood City, CA
• 03/2011 → 11/2016
  Wells Fargo Advisors Llc
  Santa Clara, CA
• 11/2016 → 04/2023
  Wells Fargo Clearing Services, Llc
  Santa Clara, CA
• 01/2024 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 04/2023 → 01/2024
  Unemployed
  Brisbane, CA
• 03/2024 → 01/2025
  Bank Of America N.A.
  San Francisco, CA
• 01/2025 → Present
  Wells Fargo Clearing Services, Llc
  Santa Rosa, CA

Previous Registrations

• 2024-03-19 → 2025-01-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2011-05-12 → 2023-04-19
  Wells Fargo Clearing Services, Llc
  Santa Clara, CA
  Hayward, CA
  Walnut Creek, CA
  San Jose, CA
  Santa Clara, CA
  Corte Madera, CA
  San Rafael, CA
  San Francisco, CA
• 2009-07-13 → 2010-12-06
  Wells Fargo Investments, Llc
  Redwood City, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-07-10

Other Names

• Gus Howell
• Ghassan Charlie Howell