Best Investors Account Sign in

Arif Lallmohamed

Wells Fargo Clearing Services, LLC

New York, NY

CRD 8023757

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 2026-08-24
NY RA APPROVED 2026-07-17
  • TX RA
    APPROVED
    Since 2026-08-24
  • NY RA
    APPROVED
    Since 2026-07-17

Branch Locations

280 Park Ave 27Th & 29Th Fls, New York, NY 10017 • 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
Wells Fargo Clearing Services, Llc New York NY 01/2026 Present
Nyc Department Of Education Queens NY 09/2022 12/2024
Wells Fargo Advisors New York NY 12/2024 Present
New York Tribeca Group New York NY 07/2024 09/2024
Division School Facilities Queens NY 07/2022 08/2022
George Ranalli Architect Queens NY 07/2020 08/2020
High School For Ctea Queens NY 09/2020 06/2022
High School For Ctea Queens NY 01/2016 06/2020
  • 01/2026 → Present
    Wells Fargo Clearing Services, Llc
    New York, NY
  • 09/2022 → 12/2024
    Nyc Department Of Education
    Queens, NY
  • 12/2024 → Present
    Wells Fargo Advisors
    New York, NY
  • 07/2024 → 09/2024
    New York Tribeca Group
    New York, NY
  • 07/2022 → 08/2022
    Division School Facilities
    Queens, NY
  • 07/2020 → 08/2020
    George Ranalli Architect
    Queens, NY
  • 09/2020 → 06/2022
    High School For Ctea
    Queens, NY
  • 01/2016 → 06/2020
    High School For Ctea
    Queens, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-17
  • S66 Uniform Combined State Law Examination
    2026-07-17

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor