Charles Robert Doucette

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

• 12/2015 → 11/2016
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 11/2015 → 11/2016
  Greater Nevada Credit Union
  Reno, NV
• 11/2016 → 07/2018
  Merrill Lynch
  Reno, NV
• 11/2016 → 11/2020
  Bank Of America, N.A.
  Charlotte, NC
• 10/2025 → Present
  Wells Fargo Clearing Services, Llc (
  Pensacola, FL
• 11/2020 → 08/2023
  Merrill Lynch
  Boston, MA
• 07/2018 → 09/2019
  Merrill Lynch
  Eugene, OR
• 08/2019 → 11/2020
  Merrill Lynch
  Beaverton, OR
• 08/2023 → 10/2025
  Merrill Lynch
  Pensacola, FL

Previous Registrations

• 2016-11-28 → 2025-10-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reno, NV
  Eugene, OR
  Reno, NV
  Reno, NV
  Sparks, NV
  Beaverton, OR
  Beaverton, OR
  Boston, MA
  Pensacola, FL
  Fairhope, AL
  Dothan, AL
  Mobile, AL
  Pensacola, FL
• 2016-10-25 → 2016-11-15
  Cuna Brokerage Services, Inc.
  Reno, NV
  Sparks, NV

Other Businesses

I*1298263 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 5/22/2023 Number of hours devoted: 12 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2016-10-12
• S63 Uniform Securities Agent State Law Examination
  2013-10-15

Other Names

• Cj Robert Doucette
• Charles Robert Doucette
• Charles Robert Doucette
• Charles R Doucette