Sydney Maiuro

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

• 05/2020 → 12/2020
  Morgan Stanley
  Boca Raton, FL
• 06/2017 → 07/2017
  Morgan Stanley
  Boca Raton, FL
• 03/2018 → 06/2018
  Robecco
  Miami, FL
• 07/2019 → 08/2019
  Morgan Stanley
  Boca Raton, FL
• 08/2016 → 05/2020
  College
  Miami, FL
• 03/2021 → 04/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 12/2020 → 04/2022
  Morgan Stanley
  Boca Raton, FL
• 04/2022 → Present
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL

Previous Registrations

• 2020-11-24 → 2022-04-21
  Morgan Stanley
  Boca Raton, FL

Other Businesses

POWER OF ATTORNEY FOR GRAND DAUGHTER; INV RELATED;BARLETT,IL; FINANCIAL AFFAIRS; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 05/28/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-23
• S63 Uniform Securities Agent State Law Examination
  2020-10-29

Other Names

• Sydney Behr