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Elizabeth Graham

Wells Fargo Clearing Services, LLC

Bee Cave, TX

CRD 7373672

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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 2025-06-23
  • TX RA
    APPROVED
    Since 2025-06-23

Branch Locations

13215 Bee Cave Pkwy Ste 150, Bldg A, Bee Cave, TX 78738 • 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
New York Life Investments New York NY 06/2021 07/2023
Tesla Palo Alto CA 06/2020 08/2020
Ford Motor Co. Dearborn MI 06/2019 08/2019
Plastic Omnium Troy MI 06/2018 08/2018
Birmingham Athletic Club Birmingham MI 06/2015 08/2017
Student Ann Arbor MI 08/2017 05/2021
Cohen & Steers Capital Management, Inc. New York NY 07/2023 06/2025
Cohen & Steers Securities, Llc New York NY 07/2023 06/2025
Wells Fargo Clearing Services, Llc Bee Cave TX 06/2025 Present
  • 06/2021 → 07/2023
    New York Life Investments
    New York, NY
  • 06/2020 → 08/2020
    Tesla
    Palo Alto, CA
  • 06/2019 → 08/2019
    Ford Motor Co.
    Dearborn, MI
  • 06/2018 → 08/2018
    Plastic Omnium
    Troy, MI
  • 06/2015 → 08/2017
    Birmingham Athletic Club
    Birmingham, MI
  • 08/2017 → 05/2021
    Student
    Ann Arbor, MI
  • 07/2023 → 06/2025
    Cohen & Steers Capital Management, Inc.
    New York, NY
  • 07/2023 → 06/2025
    Cohen & Steers Securities, Llc
    New York, NY
  • 06/2025 → Present
    Wells Fargo Clearing Services, Llc
    Bee Cave, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-20
  • S66 Uniform Combined State Law Examination
    2023-06-20

View on SEC IAPD

Nearby Firms

&PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CHIMNEY ROCK EQUITY PARTNERS

Nearby Investors

RITCHY GUY SCOGGIN
CHERI D HARTMAN
David Nicolas Gonzaga

Nearby Offices

&PARTNERS · Bee Cave, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BEE CAVE, TX
CHIMNEY ROCK EQUITY PARTNERS · AUSTIN, TX

More in Bee Cave, TX

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