Paul James Saad

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

• 03/2017 → 09/2018
  Morgan Stanley
  Naples, FL
• 03/2015 → 03/2017
  Bb&T
  Bonita Springs, FL
• 06/2013 → 03/2017
  Best Buy
  Naples, FL
• 05/2017 → 09/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2019 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Meyers, FL
• 09/2019 → 01/2026
  Bank Of America, N.A.
  Fort Meyers, FL
• 10/2018 → 09/2019
  Self Employed
  Naples, FL
• 01/2026 → Present
  Wells Fargo Clearing Services, Llc
  Naples, FL

Previous Registrations

• 2019-10-09 → 2025-10-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Myers, FL
  Fort Myers, FL
  Bonita Springs, FL
  Fort Myers, FL
  Fort Myers, FL
  Bonita Springs, FL
  Bonita Springs, FL
  Fort Myers, FL
  Bonita Springs, FL
  Estero, FL
• 2017-05-25 → 2018-09-26
  Morgan Stanley
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-05-24

Other Names

• Paul Saad
• Paul J Saad