Anthony Joseph Delgado

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

• 05/2026 → Present
  Wells Fargo Clearing Services, Llc
  Greenville, SC
• 05/2026 → Present
  Wells Fargo Bank, Na
  Greenville, SC
• 05/2015 → 11/2017
  Verizon Wireless
  Tampa, FL
• 11/2017 → 12/2017
  Usaa
  Tampa, FL
• 12/2017 → 06/2019
  Morgan Stanley
  Temple Terrace, FL
• 07/2019 → 11/2019
  Ameriprise Financial Services, Inc
  Tampa, FL
• 12/2019 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
• 12/2019 → 03/2026
  Bank Of America, N.A.
  Sarasota, FL

Previous Registrations

• 2019-12-11 → 2026-03-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  New York, NY
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
• 2019-08-12 → 2019-11-26
  Ameriprise Financial Services, Llc
  Tampa, FL
• 2018-09-18 → 2019-06-03
  Morgan Stanley
  Tampa, FL
  South Jordan, UT

Exams

• S66 Uniform Combined State Law Examination
  2018-09-16

Other Names

• Anthony Joseph Delgado
• Anthony Joseph Delgado
• Anthony Delgado