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Harrison Scott Meltzer

Wells Fargo Clearing Services, LLC

Columbia, SC

Columbia, SC

CRD 7689499

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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
SC RA APPROVED 2023-05-10
  • SC RA
    APPROVED
    Since 2023-05-10

Branch Locations

1320 Main St Ste 600, Columbia, SC 29201 • United States

101 Forum Dr, Columbia, SC 29229 • 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
Wells Fargo Clearing Services, Llc Columbia SC 01/2023 Present
Wells Fargo Bank, Na Columbia SC 11/2021 Present
Allstate Greenville SC 03/2021 08/2021
Aflac Columbia SC 11/2020 01/2021
Duke's Pad Thai Columbia SC 06/2018 11/2020
Forest Productions Spartanburg SC 05/2017 08/2017
Vector Marketing Greenville SC 04/2017 05/2017
Student Columbia SC 08/2016 08/2020
  • 01/2023 → Present
    Wells Fargo Clearing Services, Llc
    Columbia, SC
  • 11/2021 → Present
    Wells Fargo Bank, Na
    Columbia, SC
  • 03/2021 → 08/2021
    Allstate
    Greenville, SC
  • 11/2020 → 01/2021
    Aflac
    Columbia, SC
  • 06/2018 → 11/2020
    Duke's Pad Thai
    Columbia, SC
  • 05/2017 → 08/2017
    Forest Productions
    Spartanburg, SC
  • 04/2017 → 05/2017
    Vector Marketing
    Greenville, SC
  • 08/2016 → 08/2020
    Student
    Columbia, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-10
S63 Uniform Securities Agent State Law Examination 2023-04-18
  • S65 Uniform Investment Adviser Law Examination
    2023-05-10
  • S63 Uniform Securities Agent State Law Examination
    2023-04-18
Other Names
  • Harrison Meltzer

View on SEC IAPD

Nearby Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.

Nearby Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC

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