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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-30 |
| TX | RA | APPROVED | 2024-04-30 |
| VA | RA | APPROVED | 2024-04-15 |
Branch Locations
280 Park Ave 27Th & 29Th Fls, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | New York | NY | 03/2016 | 06/2017 |
| Wells Fargo Clearing Services, Llc | New York | NY | 04/2024 | Present |
| Jpmorgan Chase & Co. | New York | NY | 08/2021 | 03/2024 |
| Atlantic Refrigeration Of Hudson | Hudson | MA | 04/2020 | 07/2020 |
| Unemployed | New York | NY | 07/2020 | 08/2021 |
| Unemployed | New York | NY | 09/2019 | 04/2020 |
| Nyu Leonard N. Stern School Of Business: Full-Time Mba Program | New York | NY | 09/2017 | 09/2019 |
| Unemployed | New York | NY | 06/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
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