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Chris Adam Wilczynski

Wells Fargo Clearing Services, LLC

Peoria, AZ

Prescott, AZ

CRD 5620786

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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 2010-03-25
AZ RA APPROVED 2009-04-01
  • TX RA
    APPROVED
    Since 2010-03-25
  • AZ RA
    APPROVED
    Since 2009-04-01

Branch Locations

16165 N 83Rd Ave Ste 140, Peoria, AZ 85382 • United States

325 W Gurley St Ste 202, Prescott, AZ 86301 • 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 Surprise AZ 05/2009 11/2016
Wells Fargo Clearing Services, Llc Surprise AZ 11/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-23
  • S66 Uniform Combined State Law Examination
    2009-01-23
Other Names
  • Chris Wilczynski

View on SEC IAPD

Nearby Firms

CLARUS WEALTH ADVISORS, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Nearby Investors

John Edward Fanning
Amy Caroline Jones
BERT ALLEN COOPER

Nearby Offices

CLARUS WEALTH ADVISORS, LLC · PEORIA, AZ
EDWARD JONES · PEORIA, AZ
EDWARD JONES · SUN CITY, AZ

More in Peoria, AZ

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