Malgorzata Magdalena Szyfer

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

Authority	Category	Status	Date
FL	RA	APPROVED	2024-03-20
TX	RA	APPROVED	2015-11-10
IL	RA	APPROVED	2015-10-01

FL RA
APPROVED

Since 2024-03-20
TX RA
APPROVED

Since 2015-11-10
IL RA
APPROVED

Since 2015-10-01

Branch Locations

Des Plaines, IL • United States

1401 Financial Park, Carbondale, IL 62902 • United States

Hollywood, FL • 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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Carbondale	IL	06/2014	11/2016
Wells Fargo Clearing Services, Llc	Carbondale	IL	11/2016	Present

06/2014 → 11/2016

Wells Fargo Advisors, Llc

Carbondale, IL
11/2016 → Present

Wells Fargo Clearing Services, Llc

Carbondale, IL

Other Businesses

EXECUTOR FOR FATHER'S ESTATE; INV. RELATED; CHICAGO, IL; START DATE 3/2022; 40 HRS PER MONTH; 0 HRS DURING TRADING. PCHZ LLC, INV RELATED, HOLLYWOOD, FL, 100% OWNERSHIP, START 4/19/24, 40 HRS PER MONTH, 0 HRS DURING TRADING, ONLINE DIRECT TO CONSUMER APPAREL SALES. MMSVX LLC; INV. RELATED; HOLLYWOOD, FL; OWNER; LLC FOR RENTAL/INVESTMENT PROPERTIES; START DATE 6/17/2024; 10 HOURS PER MONTH; 0 HOURS DURING TRADING. MSX LLC; INV. RELATED; HOLLYWOOD, FL; OWNER; LLC PURCHASE / INVEST IN TAX LIENS; START DATE 6/17/2024; 10 HOURS PER MONTH; 0 HOURS DURING TRADING.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-10-01

S66 Uniform Combined State Law Examination

2015-10-01

Other Names

Maggey Szyfer

View on SEC IAPD