Andrew Bitterlin

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

• 03/2010 → 11/2016
  Wells Fargo Advisors Llc
  Charlotte, NC
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Other Businesses

CO-TRUSTEE FOR FRIEND; INV RELATED; SAN DIEGO, CA; CO-TRUSTEE; 7/2021; 10 HOURS PER MONTH; 0 DURING TRADING; ACTING CO-TRUSTEE FOR FAMILY FRIEND POWER OF ATTORNEY FOR MOTHER, INV RELATED, MOORESVILLE, NC, START: 9/29/2022, 5 HRS/MONTH, 1 HR DURING TRADING.; CO-TRUSTEE FOR MOTHER, INV RELATED, MOORESVILLE, NC, START: 9/29/2022, 4 HRS/MONTH, 1 HR DURING TRADING. | MACE AND RILEY SHERLOCK IRREVOCABLE TRUST; INVE RELATED; SAN DIEGO, CA; SUCCESSOR TRUSTEE; 04/22/2026; 25 HRS PER MONTH; 0 DURING TRADING; SERVE AS TRUSTEE FOR TRUST SHERLOCK FAMILY TRUST; INV RELATED;PASO ROBLES,CA; EXECUTOR AND SUCCESSOR TRUSTEE; TRUSTEE/CO-TRUSTEE; START DATE: 04/15/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2010-07-24