Denise Bolte

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New York, NY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Previous Registrations

• 2002-04-04 → 2003-07-01
  Prudential Equity Group, Llc
  New York, NY

Other Businesses

D BEE-JEWELED HONEY LLC; NOT INV RELATED; STAATSBURG, NY; 100% OWNERSHIP; BEEKEEPING; START 8/3/2016; 10 HOURS PER MONTH, 0 DURING TRADING; KEEPING BEEHIVES AND HARVESTING HONEY. RENTAL PROPERTY, INV RELATED, STAATSBURG, NY, 100% OWNERSHIP, START 5/1/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-23
• S63 Uniform Securities Agent State Law Examination
  1984-08-28

Other Names

• Denise Anne Bolte
• Denise Bolteferro