David Michael Alonso

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

• 01/2023 → Present
  Wells Fargo Clearing Services, Llc
  Garner, NC
• 06/2019 → Present
  Wells Fargo Bank, Na
  Garner, NC
• 02/2019 → 06/2019
  Outback Steak House
  Garner, NC
• 02/2012 → 01/2019
  People's United Bank
  Brentwood, NY

Other Businesses

GRAND ISLAND, LLC, NOT INVT RELATED, RALEIGH, NC, 50% OWNERSHIP, START DATE 3/1/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, SELLING HOUSEHOLD ITEMS, PARTIAL OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-04
• S63 Uniform Securities Agent State Law Examination
  2023-05-10

Other Names

• David Alonso