Tara Ashley Macedo

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

• 06/2015 → 09/2016
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 01/2023
  Suntrust Advisory Services
  Atlanta, GA
• 01/2023 → Present
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL

Previous Registrations

• 2016-09-13 → 2023-01-02
  Truist Advisory Services, Inc.
  Boca Raton, FL
  Boca Raton, FL
• 2015-06-08 → 2016-12-31
  Truist Investment Services, Inc.
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Tampa, FL
  Fort Lauderdale, FL
• 2014-01-13 → 2015-06-03
  Oppenheimer & Co. Inc.
  Boca Raton, FL
• 2011-05-25 → 2012-11-16
  Morgan Stanley
  Allentown, PA
  Boca Raton, FL

Other Businesses

KATZ YESHIVA HIGH SCHOOL; NOT INV. RELATED; BOCA RATON,FL; HEAD VOLLEYBALL COACH; START DATE 01/10/2023; NUMBER OF HOURS PER MONTH 18; NUMBER OF HOURS DURING TRADING 1; COACHING HIGH SCHOOL VOLLEYBALL. SWEET FOREVERLY; NOT INV. RELATED; BOCA RATON,FL; 100% OWNERSHIP; START DATE 01/09/2018; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; BAKING COMPANY. CALIMAN CUSTOM PAINTING CORP; NOT INV. RELATED; BOCA RATON,FL; 100% OWNERSHIP INCLUDING SPOUSE; START DATE 04/25/2017; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; PAINTING COMPANY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-24
• S63 Uniform Securities Agent State Law Examination
  2011-05-18

Other Names

• Tara A. Galloway
• Tara A Galloway
• Tara A Macedo