Ian Michael Treacher

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

• 05/2010 → 04/2019
  Morgan Stanley
  San Luis Obispo, CA
• 01/2015 → 04/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2019 → Present
  Wells Fargo Clearing Services, Llc
  San Luis Obispo, CA

Previous Registrations

• 2010-07-26 → 2019-05-08
  Morgan Stanley
  Visalia, CA
  San Luis Obispo, CA
  San Luis Obispo, CA

Other Businesses

CONSERVATOR FOR FATHER; INV RELATED;VISALIA ,CA; FINANCIAL AND MEDICAL DECISIONS; CONSERVATOR; START DATE: 02/20/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING; TRIVIUM WEALTH MANAGEMENT LLC; INV RELATED;SAN LUIS OBISPO,CA; WEALTH MANAGEMENT ;100% OWNERSHIP; START DATE: 06/01/2026; 120 HRS PER MONTH; 120 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2010-07-23