Howard Mark Kobrin

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
  Coral Springs, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Coral Springs, FL

Previous Registrations

• 1997-01-03 → 2003-07-01
  Prudential Equity Group, Llc
  Coral Springs, FL

Other Businesses

3601 VINELAND, LLC; INVESTMENT RELATED; ORLANDO, FL; LLC ESTABLISHED FOR THE PURPOSE OF ACQUIRING A WAREHOUSE DISTRIBUTION BUILDING; 5% OWNERSHIP; START DATE = 02/10/2014; NO TIME DEVOTED; PASSIVE INVESTMENT. EISENBERG INDUSTRIAL PARTNERS 2 LLC, NOT INVESTMENT RELATED, CORAL SPRINGS, FL. 3.96% OWNER, START: 8/15/09, 0 HOURS/MONTH, WAREHOUSES.

Exams

• S66 Uniform Combined State Law Examination
  2012-03-31
• S63 Uniform Securities Agent State Law Examination
  1985-07-02