Dmitry Vladimirovich Leykin

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

• 07/2017 → 06/2018
  Jp Morgan Securities Llc
  Daly City, CA
• 03/2017 → 06/2017
  Us Bank
  Burlingame, CA
• 04/2016 → 03/2017
  Golden Gate Bridge Highway And Transit District
  San Rafael, CA
• 07/2017 → 06/2018
  Jp Morgan Chase Bank Na
  Daly City, CA
• 06/2018 → Present
  Wells Fargo Bank Na
  San Francisco, CA
• 06/2018 → Present
  Wells Fargo Clearing Services Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-23
• S63 Uniform Securities Agent State Law Examination
  2017-08-10

Other Names

• Dmitry V Leykin
• Dmitry Leykin
• Dmitry Vladimirovich Leykin