Andrew Alexander Rodney

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

• 07/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Herndon, VA
• 08/2011 → Present
  Wells Fargo Bank Na
  Herndon, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Herndon, VA

Other Businesses

ROLLING RIDGE PTA, INV RELATED, STERLING, VA, TREASURER, START 10/3/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, MANAGING SCHOOL EVENT BUDGET.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-16
• S63 Uniform Securities Agent State Law Examination
  2014-09-11

Other Names

• Andrew A Rodney