Nancy S Green

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-01-22
FL	RA	APPROVED	2008-01-01

TX RA
APPROVED_RES

Since 2024-01-22
FL RA
APPROVED

Since 2008-01-01

Branch Locations

396 Alhambra Cir 8Th Fl, Coral Gables, FL 33134 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Coral Gables	FL	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Coral Gables	FL	11/2016	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Coral Gables, FL
11/2016 → Present

Wells Fargo Clearing Services, Llc

Coral Gables, FL

Previous Registrations

1994-07-18 → 2008-01-01

A. G. Edwards & Sons, Inc.

Coral Gables, FL

Coral Gables, FL

St. Louis, MO

Other Businesses

FELLOWSHIP HOUSE, INV RELATED, SOUTH MIAMI, FL, TREASURER, START: 01/01/1975, 1 HR/MONTH, 1 HR DURING TRADING, REHABILITATION CENTER FOR THE MENTALLY ILL.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-06-18

S63 Uniform Securities Agent State Law Examination

1982-06-18

Designations

Certified Financial Planner

Other Names

Nancy Sue Schonfeld
Nancy Schonfeld Feldman

View on SEC IAPD