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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-22 |
| NJ | RA | APPROVED | 2021-08-16 |
Branch Locations
767 5Th Ave 33Rd Fl [Y5-Rbo], New York, NY 10153 • United States
1755 Broadway Ave, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Paterson | NJ | 10/2013 | Present |
| Wells Fargo Clearing Services, Ll | Paterson | NJ | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-12 |
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