Thomas James Bornaschella

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

• 09/2015 → Present
  Wells Fargo Bank, Na
  Doylestown, PA
• 01/2018 → Present
  Wells Fargo Clearing Services, Llc
  Doylestown, PA

Other Businesses

RENTAL PROPERTY - 5426 SIMPSON CIRCLE; INV RELATED; DOYLESTOWN,PA; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 07/23/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2021-06-07
• S63 Uniform Securities Agent State Law Examination
  2018-04-12

Other Names

• Tom Bornaschella
• Thomas Bornaschella