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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-22 |
Branch Locations
1797 Tamiami Trail, Port Charlotte, FL 33948 • United States
1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cape Coral | FL | 02/2022 | 10/2025 |
| Wells Fargo Bank, Na | Cape Coral | FL | 02/2022 | 10/2025 |
| Synovus Bank | Fort Myers | FL | 07/2021 | 01/2022 |
| Bank Of America | Cape Coral | FL | 04/2019 | 07/2021 |
| United Fidelity Bank | Fort Myers | FL | 03/2018 | 04/2019 |
| Fifth Third Securities | Cape Coral | FL | 10/2025 | 03/2026 |
| Fifth Third Bank | Cape Coral | FL | 10/2025 | 03/2026 |
| Pnc Wealth Management Llc | Cape Coral | FL | 05/2026 | 06/2026 |
| Wells Fargo Clearing Services, Llc | Port Charlotte | FL | 06/2026 | Present |
| Wells Fargo Bank, Na | Port Charlotte | FL | 06/2026 | Present |
| Fifth Third / Vantiv | Fort Myers | FL | 03/2013 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-06 |
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