Aaron Michael Golden

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

• 04/2013 → 12/2021
  Ubs Financial Services Inc.
  Atlanta, GA
• 12/2021 → Present
  Wells Fargo Clearing Services, Llc
  Atlanta, GA

Previous Registrations

• 2013-06-26 → 2021-12-16
  Ubs Financial Services Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

NEW YORK LAW LICENSE, NOT INVT RELATED, NEW YORK, NY, LAW LICENSE, START DATE 2008, 0 HRS PER MONTH, 0 HRS DURING TRADING, CONTINUING EDUCATION. | THE DAVID ALEXANDER GOLDEN TRUST OF OCTOBER 1989 ; INV RELATED; MARIETTA, GA; TRUSTEEE; START DATE: 09/22/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; THE 2025 GAGRM15 TRUST; INV RELATED; ATLANTA, GA; TRUST; TRUSTEE; START DATE: 10/01/2025; 3 HRS PER MONTH; 3 HRS DURING TRADING; | The 2025 NYGMA11 Trust; INV RELATED; ATLANTA, GA; TRUST; TRUSTEE; START DATE: 10/01/2025; 3 HRS PER MONTH; 3 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2013-06-25