Lee Weston Salisbury

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

• 12/2016 → 06/2019
  Raymond James & Associates Inc
  Winston Salem, NC
• 09/2013 → 12/2016
  Wells Fargo Investment Institute
  Charlotte, NC
• 05/2017 → 09/2017
  Sunnyside Millworks
  Winston Salem, NC
• 06/2019 → 02/2022
  Wells Fargo Bank
  Winston Salem, NC
• 02/2021 → 11/2021
  Wells Fargo Clearing Services
  Winston Salem, NC
• 06/2026 → Present
  Wells Fargo Clearing Services
  Winston Salem, NC
• 02/2022 → Present
  Wells Fargo Bank
  Winston Salem, NC

Previous Registrations

• 2021-04-13 → 2021-12-10
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
  St. Louis, MO
• 2017-04-20 → 2019-06-14
  Raymond James & Associates, Inc.
  Winston-Salem, NC

Other Businesses

POWER OF ATTORNEY FOR MOTHER; INV. RELATED; WINSTON SALEM, NC; START DATE 9/2021; 10 HRS PER MONTH; 0 HRS DURING TRADING. Firstmark Ventures, LLC - sole proprietorship. NOT investment related. Address: 2161 Robin Lark Dr, Unit 8104, Winston Salem, NC 27106. Nature: AI Consulting for small businesses. LLC manager. Start date 04/2026. 10 hours per month (nights and weekends only). 0 hours during trading. Consulting with small businesses on workflow- and reporting-related inefficiencies and providing AI-based solutions.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-06

Other Names

• Wes Salisbury