Efraim Gelber

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

• 09/2011 → 11/2016
  Wells Fargo Advisors Llc
  New York, NY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Other Businesses

JEG 5-08 TRUST, INV RELATED, BROOKLYN, NY, START 5-1-2008, 5 HOURS PER MONTH. EG 6-15 TRUST, INV RELATED, BROOKLYN, NY, START 11-4-2015, 5 HOURS PER MONTH. EXECUTOR FOR FRIEND; INV RELATED; NEW YORK CITY, NY; START: 9/4/18; 5 HRS/MO; 0 DURING TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-06-08