Bailey E Harris

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

• 07/2024 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 08/2023 → 07/2024
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 06/2023 → 08/2023
  Deloitte
  Charlotte, NC
• 08/2022 → 06/2023
  University Of North Carolina At Chapel Hill
  Charlotte, NC
• 06/2022 → 08/2022
  Wells Fargo
  Charlotte, NC
• 08/2020 → 06/2022
  University Of North Carolina At Chapel Hill
  Charlotte, NC
• 08/2014 → 08/2020
  Charlotte Country Day School
  Charlotte, NC

Other Businesses

BARRY'S BANNERS; NOT INV RELATED;CHARLOTTE,NC; PAINTED KRAFT BANNERS ; 100; START DATE: 09/28/2025; 6 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2026-04-04

Other Names

• Bailey Elizabeth Harris