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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2025-09-29 |
Branch Locations
2925 Woodside Rd, Woodside, CA 94062 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stanford Federal Credit Union | Palo Alto | CA | 11/2014 | 09/2025 |
| Lpl Financial Llc | Palo Alto | CA | 07/2015 | 10/2016 |
| Pfg Advisors | Stanford | CA | 05/2015 | 10/2016 |
| Pfg Advisors | Stanford | CA | 10/2016 | 10/2017 |
| Lpl Financial Llc | Palo Alto | CA | 10/2016 | 09/2025 |
| Strategic Wealth Advisors Group | Sacramento | CA | 07/2017 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
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