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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-30 |
Branch Locations
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
280 Park Ave W 27Th Fl [Ym-Rbo], New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | New York | NY | 03/2021 | 01/2025 |
| J.P. Morgan Securities Llc | New York | NY | 03/2021 | 01/2025 |
| Christopher Street Financial | New York | NY | 10/2019 | 02/2021 |
| Unemployed | New York | NY | 12/2018 | 09/2019 |
| Kestra Investment Services | New York | NY | 10/2019 | 02/2021 |
| Unemployed | Beirut | 01/2018 | 11/2018 | |
| Wells Fargo Clearing Services | New York | NY | 10/2025 | Present |
| Wells Fargo Bank | New York | NY | 01/2025 | Present |
| W&P Wealth Management (Crescendo Family Office) | Beirut | 11/2014 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2012-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-01 |
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