Christopher Anthony Osso

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

• 12/2017 → Present
  Wells Fargo Bank, Na
  Yonkers, NY
• 10/2018 → Present
  Wells Fargo Clearing Services, Llc
  Yonkers, NY
• 09/2017 → 10/2017
  David Lerner Associates
  White Plains, NY
• 11/2016 → 09/2017
  O & B Realty Corp
  Bronxville, NY
• 04/2016 → 11/2016
  Keybank Na
  New Rochelle, NY

Other Businesses

O. & B. REALTY CORP ; NOT INV RELATED;BRONXVILLE,NY; REAL ESTATE OWNERSHIP;6.82% OWNERSHIP; START DATE: 08/20/1993; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2021-01-12
• S63 Uniform Securities Agent State Law Examination
  2019-01-23

Other Names

• Christopher Anthony Osso
• Christopher Osso