Paul Anthony Poydras

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

• 12/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Woodbury, MN
• 11/2012 → 10/2019
  Wells Fargo Bank, Na
  Woodbury, MN
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Woodbury, MN
• 10/2019 → Present
  Wells Fargo Bank
  Minneapolis, MN

Previous Registrations

• 2015-03-12 → 2017-12-01
  Wells Fargo Clearing Services, Llc
  Woodbury, MN
  Minneapolis, MN
  Wayzata, MN
  Apple Valley, MN
  Apple Valley, MN

Other Businesses

ZEUS AUTO TRANSPORT, LLC; NOT INV. RELATED; WOODBURY,MN; 100% OWNERSHIP; START DATE 05/31/2022; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; TRUCKING BUSINESS. WATSON EXPRESS, NOT INV RELATED, MINNEAPOLIS, MN, START DATE: 11/25/23, 25 HRS PER MONTH, 0 HRS DURING TRADING, SECURITY GUARD;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-10
• S63 Uniform Securities Agent State Law Examination
  2015-02-18