Bruce James Kantelis

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

• 09/2009 → Present
  Wells Fargo Bank, N.A.
  Huntington Beach, CA
• 11/2010 → 11/2016
  Wells Fargo Advisors Llc
  Huntington Beach, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Huntington Beach, CA

Other Businesses

RENTAL PROPERTY, INVT RELATED, IRVINE, CA, 100% OWNERSHIP, START DATE 8/8/2019, 10 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD WWW.KANTELIS.COM; NOT INV. RELATED; LADERA RANCH,CA; 100% OWNERSHIP; START DATE 03/01/2023; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; WEBSITE DOMAIN. RENTAL PROPERTY - 8; INV RELATED;LADERA RANCH,CA; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 05/29/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2012-08-10
• S63 Uniform Securities Agent State Law Examination
  2010-12-09

Other Names

• Bruce J Kantelis