Robert C Sayre

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
  Itasca, IL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Itasca, IL

Previous Registrations

• 1990-04-23 → 2003-07-01
  Prudential Equity Group, Llc
  Schaumberg, IL

Other Businesses

1) RENTAL PROPERTY; INV RELATED; LA PAZ BCS, MEXICO; 50% OWNERSHIP; VACATION HOME / SMALL RENTALS; START 4/2013; 0 HRS PER MONTH. 2)TRUSTEE FOR DECEASED MOTHER'S TRUST; INV RELATED; SUN LAKES, AZ; START 2/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING; 3) TRUSTEE FOR PARENTS INSURANCE TRUST; INV RELATED; SUN LAKES, AZ; START 1997; 5 HRS PER MONTH; 0 HRS DURING TRADING.; 4) TRUSTEE FOR FATHER IN LAW'S TRUST, INV RELATED, MONROE, WI, START 3/2021, 10 HRS/MONTH, 0 HRS DURING TRADING. 5) TRUSTEE FOR FATHER'S TRUST; INV RELATED; SUN LAKES, AZ; START 10/2021; 5 HRS PER MONTH; 0 HRS DURING TRADING. 6) POA FOR FATHER; INV RELATED; SUN LAKES, AZ; START 10/2021; 3 HRS PER MONTH; 0 HRS DURING TRADING. 7) TRUSTEE FOR FATHER'S TRUST; INV RELATED; LAKE ZURICH, IL; START 5/2022; 5 HRS PER MONTH; 0 HRS DURING TRADING. 8) THE SAYRE FARM, INV REALTED, PALOUSE, WA, 100% OWNERSHIP, START 04/03/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. 9) RENTAL PROPERTY, INV RELATED, WINTER PARK, CO, 100% OWNERSHIP, START 9/1/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, SKI RENTAL.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-30
• S63 Uniform Securities Agent State Law Examination
  1983-11-30