Best Investors Account Sign in

Timothy Besio

Wells Fargo Clearing Services, LLC

Syracuse, NY

Claim This Profile
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 2026-06-02
NY RA APPROVED 2026-03-16
  • TX RA
    APPROVED
    Since 2026-06-02
  • NY RA
    APPROVED
    Since 2026-03-16

Branch Locations

500 Plum St Bridgewater Place, Syracuse, NY 13204 • 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 Clearing Services, Llc Syracuse NY 01/2026 Present
Besio Consulting Group Ltd Syracuse NY 04/2023 01/2026
Blue Owl Capital New York NY 04/2020 03/2023
The Carlyle Group New York NY 12/2017 04/2020
Pricewaterhousecoopers Llp New York NY 09/2014 12/2017
  • 01/2026 → Present
    Wells Fargo Clearing Services, Llc
    Syracuse, NY
  • 04/2023 → 01/2026
    Besio Consulting Group Ltd
    Syracuse, NY
  • 04/2020 → 03/2023
    Blue Owl Capital
    New York, NY
  • 12/2017 → 04/2020
    The Carlyle Group
    New York, NY
  • 09/2014 → 12/2017
    Pricewaterhousecoopers Llp
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-16
  • S66 Uniform Combined State Law Examination
    2026-03-16

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
STRATEGIC FINANCIAL SERVICES
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
JANNEY MONTGOMERY SCOTT LLC

Other Investors

Eric Petranchuk
CAROL ANNE DOYLE
PHILIP E DEAN
Lea Brigitte DiGiovanni
J DANIEL PLUFF
FRANK PRIOR ARKINSON
THEODORE FRANK BINDER
MARCIA T. IRVIN

Other Offices

RBC CAPITAL MARKETS, LLC · SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SYRACUSE, NY
EAGLE STRATEGIES LLC · DEWITT, NY
EAGLE STRATEGIES LLC · DEWITT, NY
COMMONWEALTH FINANCIAL NETWORK · DeWitt, NY
CHARLES SCHWAB & CO., INC. · Dewitt, NY
STRATEGIC FINANCIAL SERVICES · Syracuse, NY
EAGLE STRATEGIES LLC · DEWITT, NY

More in Syracuse, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor