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Dylan Craig Tirrell

Wells Fargo Clearing Services, LLC

Boston, MA

CRD 7574444

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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
NJ RA APPROVED 2025-12-04
TX RA APPROVED 2025-12-02
  • NJ RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED
    Since 2025-12-02

Branch Locations

125 High St Ste 1359A, Boston, MA 02110 • 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
Ubs Financial Services Inc. Boston MA 06/2022 12/2025
School Bridgewater MA 08/2012 05/2022
Wells Fargo Clearing Services, Llc Boston MA 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-29
  • S66 Uniform Combined State Law Examination
    2024-04-29

View on SEC IAPD

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