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Nelson Montes Torres

Wells Fargo Clearing Services, LLC

Sterling, VA

Annandale, VA

Fairfax, VA

Mclean, VA

CRD 7462483

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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

AuthorityCategoryStatusDate
VA RA APPROVED 2022-02-07
  • VA RA
    APPROVED
    Since 2022-02-07

Branch Locations

47040 Community Plz, Sterling, VA 20164 • United States

7620 Little River Tpke, Annandale, VA 22003 • United States

10944 Fairfax Blvd, Fairfax, VA 22030 • United States

1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • 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
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Oakton VA 10/2021 Present
Wells Fargo Bank, Na Oakton VA 10/2021 Present
Cvs Washington Dc DC 06/2017 03/2020
Target Alexandria VA 10/2013 06/2017
Bank Of America Arlington VA 12/2018 10/2021
Uber Alexandria VA 01/2017 01/2019
  • 10/2021 → Present
    Wells Fargo Clearing Services, Llc
    Oakton, VA
  • 10/2021 → Present
    Wells Fargo Bank, Na
    Oakton, VA
  • 06/2017 → 03/2020
    Cvs
    Washington Dc, DC
  • 10/2013 → 06/2017
    Target
    Alexandria, VA
  • 12/2018 → 10/2021
    Bank Of America
    Arlington, VA
  • 01/2017 → 01/2019
    Uber
    Alexandria, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2022-02-07
Other Names
  • Nelson Torres
  • Nelson Rene Montes Torres

View on SEC IAPD

Nearby Firms

LPL ENTERPRISE, LLC
UNITED BROKERAGE SERVICES, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

David Alfred Holloway
LAUREN Juliano CONKRIGHT
Todd William Jorgenson

Nearby Offices

LPL ENTERPRISE, LLC · STERLING, VA
UNITED BROKERAGE SERVICES, INC · ASHBURN, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHBURN, VA

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