Best Investors Account Sign in

Joseph Andrew Roslovic

Wells Fargo Clearing Services, LLC

Mclean, VA

CRD 7001482

Claim This Profile
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 2026-08-21
IL RA APPROVED 2026-08-19
VA RA APPROVED 2026-08-19
  • TX RA
    APPROVED
    Since 2026-08-21
  • IL RA
    APPROVED
    Since 2026-08-19
  • VA RA
    APPROVED
    Since 2026-08-19

Branch Locations

1753 Pinnacle Dr 3Rd And 4Th Fl [V1-Rbo], Mclean, VA 22102 • 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
Blackrock Princeton NJ 05/2018 02/2020
Blackrock Investments Llc Princeton NJ 08/2018 02/2020
Blackrock Princeton NJ 06/2017 08/2017
University Of Dayton Dayton OH 08/2014 05/2018
Blackstone Inc. Chicago IL 02/2020 07/2026
Blackstone Securities Partners L.P. New York NY 02/2020 07/2026
Wells Fargo Clearing Services, Llc Mclean VA 07/2026 Present
  • 05/2018 → 02/2020
    Blackrock
    Princeton, NJ
  • 08/2018 → 02/2020
    Blackrock Investments Llc
    Princeton, NJ
  • 06/2017 → 08/2017
    Blackrock
    Princeton, NJ
  • 08/2014 → 05/2018
    University Of Dayton
    Dayton, OH
  • 02/2020 → 07/2026
    Blackstone Inc.
    Chicago, IL
  • 02/2020 → 07/2026
    Blackstone Securities Partners L.P.
    New York, NY
  • 07/2026 → Present
    Mclean, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-19
  • S66 Uniform Combined State Law Examination
    2026-08-19
Other Names
  • Joseph Roslovic
  • Joey Roslovic

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Mclean, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor