Purnima Kadiya Poojary

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

• 10/2025 → Present
  Wells Fargo Clearing Services, Llc
  Aurora, CO
• 11/2023 → Present
  Wells Fargo Bank, Na
  Aurora, CO
• 09/2018 → 02/2022
  Winnowpro
  Bengaluru
• 06/2017 → 08/2018
  Netbiz Systems
  Mumbai
• 01/2012 → 05/2017
  Smartstay.cOm
  Mumbai
• 09/2023 → 03/2024
  Walmart
  Centennial, CO
• 03/2022 → 08/2023
  N/A Homemaker
  Centennial, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-09

Other Names

• Purnima Poojary