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Lucille Mary Cilento

Wells Fargo Clearing Services, LLC

Red Bank, NJ

CRD 868844

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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
TX RA APPROVED_RES 2009-10-09
NJ RA APPROVED 2003-07-01
  • TX RA
    APPROVED_RES
    Since 2009-10-09
  • NJ RA
    APPROVED
    Since 2003-07-01

Branch Locations

331 Newman Springs Rd Bldg 2, 3Rd Fl, Red Bank, NJ 07701 • 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 Advisors Llc Spring Lake NJ 05/2009 11/2016
Wells Fargo Clearing Services, Llc Spring Lake NJ 11/2016 Present
Previous Registrations
  • 2002-07-24 → 2003-07-01
    Prudential Equity Group, Llc
    Spring Lake, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-05-06
  • S63 Uniform Securities Agent State Law Examination
    2002-05-06
Other Names
  • Lucille Mary Lore

View on SEC IAPD

Nearby Firms

CLEAR WAVE WEALTH MANAGEMENT, LLC
MILLINGTON SECURITIES, LLC
HARTSHORNE GROUP, LLC

Nearby Investors

MATTHEW FRANK WILK
JOSEPH MICHAEL GALLO
Robert Daniel Morgan

Nearby Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ

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