Harshil Rajendrabhai Patel

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

• 05/2014 → 11/2016
  Wells Fargo Advisors, Llc.
  Savannah, GA
• 03/2013 → Present
  Wells Fargo Bank Na
  Savannah, GA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Savannah, GA

Other Businesses

DERRICK LANDING HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; SAVANNAH,GA; BOARD MEMBER; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO ENSURE THAT ALL OF THE WORK BY THE OFFICERS OF THE HOA ARE COMPLETED AND ARE WITHIN THE HOA GUIDELINES. POWER OF ATTORNEY FOR SPOUSE; INV. RELATED; SAVANNAH, GA; START DATE 6/26/2020; 0 HRS PER MONTH. UBER, NOT INVT RELATED, SAN FRANCISCO, DRIVER, START DATE 3/14/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, DRIVING PASSENGERS. UBER EATS, NOT INVT RELATED, SAN FRANCISCO, DRIVER, START DATE 3/14/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, DELIVER FOOD. DOORDASH, NOT INVT RELATED, SAN FRANCISCO, DRIVER, START DATE 3/14/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, DELIVER FOOD. LYFT, NOT INVT RELATED, SAN FRANCISCO, DRIVER, START DATE 3/14/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, DRIVING PASSENGERS. HARSHIL PATEL ADS, NOT INVT RELATED, SAVANNAH, GA, 100% OWNERSHIP, START DATE 4/30/2024, 0-3 HRS PER MONTH, 0 HRS DURING TRADING, REPRESENT CHILD TO AD AGENCY FOR TOYS. RENTAL PROPERTY - SPOONBILL ; INV RELATED; SAVANNAH,GA; RENT;100% OWNERSHIP; START DATE: 12/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| TBD / CONVENIENCE STORE / GAS STATION ; NOT INV RELATED;SAVANNAH,GA; RETAIL ;100% OWNERSHIP; START DATE: 07/24/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-18
• S63 Uniform Securities Agent State Law Examination
  2014-07-09

Other Names

• Harshil R Patel