William Robert Helmrich

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

• 06/2016 → 12/2019
  Jpmorgan Chase Bank, Na
  Cos Cob, CT
• 07/2011 → Present
  Sound Beach Mobil
  Old Greenwich,, CT
• 06/2016 → 12/2019
  Jpmorgan Securities Llc
  Coscob, CT
• 10/2021 → 02/2024
  People'S Securities, Inc
  Fairfield, CT
• 08/2022 → 02/2024
  Lpl Financial Llc
  Fairfield, CT
• 08/2024 → Present
  Wells Fargo Clearing Services, Llc
  Wilton, CT
• 08/2024 → Present
  Wells Fargo Bank, Na
  Wilton, CT

Previous Registrations

• 2022-08-17 → 2024-03-05
  Lpl Financial Llc
  Fairfield, CT
• 2022-03-21 → 2022-08-17
  People'S United Advisors, Inc.
  Fairfield, CT

Other Businesses

Sound Beach Mobil Service Station - Not Investment Related - 205 Sound Beach Ave, Old Greenwich, CT 06870 - Outside/W-2 Part-Time Employment - Weekend Day Supervisor - Start Date: 07/01/2011 - 50 Hours Per Month/0 Hours During Securities Trading. Open and supervise storefront and cashier.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-15
• S63 Uniform Securities Agent State Law Examination
  2016-07-22

Other Names

• William R Helmrich
• William Helmrich
• Will Helmrich