David Hadder

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

• 11/2011 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
• 12/2011 → 10/2022
  Bank Of America, N.A.
  Norfolk, VA
• 10/2022 → Present
  Wells Fargo Clearing Services, Llc
  Norfolk, VA

Previous Registrations

• 2011-11-29 → 2022-10-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
• 2010-09-01 → 2011-11-14
  Signator Investors, Inc.
  Virginia Beach, VA

Other Businesses

RENTAL PROPERTY; INV. RELATED; VIRGINIA BEACH,VA; 100% OWNERSHIP; START DATE 03/01/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; VIRGINIA BEACH,VA; 100% OWNERSHIP; START DATE 03/01/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; VIRGINIA BEACH,VA; 100% OWNERSHIP; START DATE 02/01/2014; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-29
• S63 Uniform Securities Agent State Law Examination
  2010-05-13

Other Names

• David William Hadder
• David William Hadder
• David William Hadder