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Steven Justin Aloia

Wells Fargo Clearing Services, LLC

Canonsburg, PA

CRD 5838066

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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
PA RA APPROVED 2025-08-08
TX RA APPROVED 2025-08-08
  • PA RA
    APPROVED
    Since 2025-08-08
  • TX RA
    APPROVED
    Since 2025-08-08

Branch Locations

2400 Ansys Dr Ste 304, Canonsburg, PA 15317 • 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
The Ayco Company, L.P./Mercer Allied Canonsburg PA 09/2009 01/2021
Goldman Sachs & Co. Llc Canonsburg PA 01/2021 05/2025
Wells Fargo Clearing Services, Llc (Org Id: 19616) Canonsburg PA 08/2025 Present
  • 09/2009 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Canonsburg, PA
  • 01/2021 → 05/2025
    Goldman Sachs & Co. Llc
    Canonsburg, PA
  • 08/2025 → Present
    Wells Fargo Clearing Services, Llc (Org Id: 19616)
    Canonsburg, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-29
  • S66 Uniform Combined State Law Examination
    2010-12-29

View on SEC IAPD

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