Adam Joshua Sadowy

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

• 08/2022 → Present
  Wells Fargo Clearing Services, Llc
  Pleasanton, CA
• 01/2019 → Present
  Wells Fargo Bank, Na
  Pleasanton, CA
• 04/2014 → 12/2018
  Starbucks
  Livermore, CA

Other Businesses

SUDS LABORATORY LLC; INV. RELATED; LIVERMORE, CA; 100% OWNERSHIP; START DATE 10/2022; 8 HRS PER MONTH; 0 HRS DURING TRADING; KEEP FILINGS WITH STATE UP TO DATE AND BIOTECH EXPERIMENTS ON THE WEEKENDS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-26