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Paul S Zaferiou

Wells Fargo Clearing Services, LLC

Woodbury, NY

CRD 6244268

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-12
NY RA APPROVED 2025-05-22
  • TX RA
    APPROVED
    Since 2026-03-12
  • NY RA
    APPROVED
    Since 2025-05-22

Branch Locations

88 Froehlich Farm Blvd, Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Woodbury NY 10/2021 Present
Delux Transportation Services Port Washington NY 04/2017 05/2024
Unemployed Manhasset NY 10/2016 03/2017
Yotel New York New York NY 04/2014 09/2016
  • 10/2021 → Present
    Wells Fargo Clearing Services, Llc
    Woodbury, NY
  • 04/2017 → 05/2024
    Delux Transportation Services
    Port Washington, NY
  • 10/2016 → 03/2017
    Unemployed
    Manhasset, NY
  • 04/2014 → 09/2016
    Yotel New York
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
  • S66 Uniform Combined State Law Examination
    2025-05-22
Other Names
  • Paul Zaferiou

View on SEC IAPD

Nearby Firms

VANDERBILT ADVISORY SERVICES
CONSOLIDATED PORTFOLIO REVIEW CORP
FUSION FAMILY WEALTH, LLC

Nearby Investors

BRETT IAN GOLDSTEIN
AARON DELSIGNORE
PHILIP MICHAEL SCHOLLER

Nearby Offices

VANDERBILT ADVISORY SERVICES · WOODBURY, NY
CONSOLIDATED PORTFOLIO REVIEW CORP · WOODBURY, NY
FUSION FAMILY WEALTH, LLC · WOODBURY, NY

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