Anthony Arcangelo Piccolo

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

• 02/2013 → 11/2016
  Wells Fargo Advisors Llc
  Allentown, PA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Allentown, PA

Previous Registrations

• 2010-06-18 → 2013-02-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilkes-Barre, PA
  Wilkes Barre, PA

Other Businesses

RENTAL PROPERTY; INV RELATED; SYLVAN BEACH/VIENNA, NY; OWNERSHIP; START: 8/24/18; 2 HRS/MO; 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, SYLVAN BEACH, NY, 100% OWNERSHIP, START 11/10/2019, 5 HRS PER MONTH, 0 HRS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-16
• S63 Uniform Securities Agent State Law Examination
  1985-02-05

Designations

• Certified Financial Planner