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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-23 |
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
135 S State College Blvd Ste 550, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Irvine | CA | 12/2021 | 10/2024 |
| American Air Balance Co. | Placentia | CA | 12/2020 | 12/2021 |
| A & B Hotel Management | Placentia | CA | 07/2016 | 12/2020 |
| Wells Fargo Clearing Services, Llc ( | Brea | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-12 |
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