Ronald Edward Schroeter

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

• 01/2010 → 11/2016
  Wells Fargo Advisors Llc
  Clover, SC
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Clover, SC

Previous Registrations

• 2007-08-21 → 2009-10-01
  Bb&T Investment Services, Inc.
  Silver Spring, MD
  Charlotte, NC
  Waxhaw, NC
  Charlotte, NC
  Charlotte, NC
  Pineville, NC
  Charlotte, NC
  Indian Trail, NC
  Bethesda, MD
• 2007-03-19 → 2007-07-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 2006-07-12 → 2007-02-05
  Morgan Stanley Dw Inc.
  Baltimore, MD
  Purchase, NY
  Lutherville, MD

Other Businesses

GARLAND CONSTRUCTION, NOT INV. RELATED, FORT MILL, SC. START 9/5/2017, 2 HOURS/MONTH, 0 DURING TRADING, HOME CONSTRUCTION. SCHROETER PROPERTIES LLC, INV RELATED, CHARLOTTE, NC, 100% OWNERSHIP, START 7/1/2019, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-28

Other Names

• Eddie Schroeter
• Ronald Edward Schroeter
• Ronald Edward Schroeter
• Ronald Edward Schroeter
• Ronald Edward Schroeter