Craig Scott Degener

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
  White Plains, NY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  White Plains, NY

Other Businesses

WESTCHESTER COUNTY CHAPTER AMERICAN GUILD OF ORGANISTS; NOT INV. RELATED; NEW YORK,NY; SUBSTITUTE ORGANIST; START DATE 01/01/2022; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; PLAY ORGAN FOR SUNDAY CHURCH SERVICES.; EXECUTOR FOR FATHER'S ESTATE, INV RELATED, WHITE PLAINS, NY, START: 7/31/2023, 10 HOURS A MONTH, 0 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-29
• S63 Uniform Securities Agent State Law Examination
  1983-09-23