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Cameron Coe

Wells Fargo Clearing Services, LLC

Pasadena, CA

CRD 6814036

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-03
CA RA APPROVED 2023-06-30
  • TX RA
    APPROVED
    Since 2025-04-03
  • CA RA
    APPROVED
    Since 2023-06-30

Branch Locations

225 S. Lake Ave Ste 700, Pasadena, CA 91101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Pasadena CA 06/2018 06/2023
Pitzer College Claremont CA 09/2016 06/2023
Willamette University Salem OR 09/2015 09/2016
Morgan Stanley Private Bank, N.A New York NY 06/2020 06/2023
Wells Fargo Clearing Services, Llc Pasadena CA 06/2023 Present
  • 06/2018 → 06/2023
    Morgan Stanley
    Pasadena, CA
  • 09/2016 → 06/2023
    Pitzer College
    Claremont, CA
  • 09/2015 → 09/2016
    Willamette University
    Salem, OR
  • 06/2020 → 06/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2023 → Present
    Wells Fargo Clearing Services, Llc
    Pasadena, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-29
  • S66 Uniform Combined State Law Examination
    2020-06-29
Other Names
  • Cameron Alexander Coe

View on SEC IAPD

Nearby Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGY ASSET MANAGERS L.L.C.

Nearby Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez

Nearby Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA

More in Pasadena, CA

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