Best Investors Account Sign in

Ryan Sacks

Wells Fargo Clearing Services, LLC

Jenkintown, PA

Claim This Profile
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_RES 2026-01-22
  • TX RA
    APPROVED_RES
    Since 2026-01-22

Branch Locations

165 Township Line Rd Ste 200 Two Pitcairn Place, Jenkintown, PA 19046 • 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
The Vanguard Group, Inc. Malvern PA 01/2018 04/2024
Wells Fargo Clearing Services, Llc Jenkintown PA 04/2025 Present
Unemployed Conshohocken PA 05/2024 08/2024
Comcast Corporation Philadelphia PA 09/2024 12/2024
Unemployed Conshohocken PA 01/2025 02/2025
Fidelity Investments Conshohocken PA 03/2025 03/2025
Unemployed Dresher PA 11/2017 12/2017
Philadelphia Phillies Philadelphia PA 03/2015 10/2017
Muhlenberg College Academic Resource Center Allentown PA 01/2015 05/2017
  • 01/2018 → 04/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 04/2025 → Present
    Wells Fargo Clearing Services, Llc
    Jenkintown, PA
  • 05/2024 → 08/2024
    Unemployed
    Conshohocken, PA
  • 09/2024 → 12/2024
    Comcast Corporation
    Philadelphia, PA
  • 01/2025 → 02/2025
    Unemployed
    Conshohocken, PA
  • 03/2025 → 03/2025
    Fidelity Investments
    Conshohocken, PA
  • 11/2017 → 12/2017
    Unemployed
    Dresher, PA
  • 03/2015 → 10/2017
    Philadelphia Phillies
    Philadelphia, PA
  • 01/2015 → 05/2017
    Muhlenberg College Academic Resource Center
    Allentown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-22
S63 Uniform Securities Agent State Law Examination 2018-03-08
  • S65 Uniform Investment Adviser Law Examination
    2026-08-22
  • S63 Uniform Securities Agent State Law Examination
    2018-03-08
Other Names
  • Ryan Sacks
  • Ryan Andrew Sacks

View on SEC IAPD

Other Firms

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
ALVIN CLAY FINANCIAL ADVISORS, LLC
FINANCIAL SPECTRUM INC.
DUCHARME WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE ARANDA GROUP ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
OPPENHEIMER & CO. INC.

Other Investors

DONALD EDWARD JONES
ALVIN ABRAHAM CLAY
PAUL KENNETH KINGSTON
RICHARD E BOROWY
David Richard DuCharme
Bridget J Curtis
JOANNE MAXINE KELLER
STEVEN A ROSENBERG

Other Offices

COMPREHENSIVE INVESTMENT MANAGEMENT, LLC · Jenkintown, PA
ALVIN CLAY FINANCIAL ADVISORS, LLC · JENKINTOWN, PA
FINANCIAL SPECTRUM INC. · JENKINTOWN, PA
DUCHARME WEALTH ADVISORS, LLC · JENKINTOWN, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · JENKINTOWN, PA
THE ARANDA GROUP ADVISORS, LLC · JENKINTOWN, PA
RAYMOND JAMES & ASSOCIATES, INC. · JENKINTOWN, PA
OPPENHEIMER & CO. INC. · JENKINTOWN, PA

More in Jenkintown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor