Ana V Del Toro

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

• 10/2016 → 10/2022
  Frost Brokerage Services
  Stafford, TX
• 04/2016 → 10/2016
  Deliver It Pharmacy
  Sugar Land, TX
• 10/2022 → Present
  Wells Fargo Clearing Services, Llc
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-11
• S63 Uniform Securities Agent State Law Examination
  2025-10-11

Other Names

• Ana Vilma Afanador
• Ana Vilma Portillo
• Ana V Del Toro
• Ana Vilma Del Toro