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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-28 |
Branch Locations
425 W Kennedy Blvd, Lakewood, NJ 08701 • United States
2115 W County Line Rd, Jackson, NJ 08527 • United States
331 Newman Springs Rd Bldg 2 2Nd Fl Ste 221 [J4-Rbo], Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Four Springs Capital Llc | Lake Como | NJ | 04/2014 | 12/2016 |
| Alliance Bernstein L.P. | New York | NY | 12/2016 | 08/2019 |
| Alliancebernstein Investments, Inc. | New York | NY | 03/2020 | 03/2024 |
| Unemployed | Long Branch | NJ | 09/2019 | 02/2020 |
| Bernstein Institutional Services Llc | New York | NY | 03/2024 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Marlton | NJ | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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