Matthew Joseph Cracchiolo

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

• 11/2015 → Present
  Wells Fargo Clearing Services, Llc
  Spring Hill, FL
• 11/2015 → Present
  Wells Fargo Bank Na
  Spring Hill, FL

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; NEW PORT RICHEY, FL; 100% OWNERSHIP; START 8/1/2017; 1 HOUR PER MONTH / 0 DURING TRADING HOURS. DOMINATOR VENDING ENTERPRISES CORP, NOT INV RELATED, NEW PORT RICHEY, FL, 100% OWNERSHIP, START 10/29/2018, 8 HOURS PER MONTH, ZERO DURING TRADING, FOOD AND BEVERAGE VENDING DELIVERY BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-29
• S63 Uniform Securities Agent State Law Examination
  2017-02-18

Other Names

• Matthew Cracchiolo