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Peyton Ann Massie

Wells Fargo Clearing Services, LLC

Melbourne, FL

CRD 7717204

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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 2025-12-04
FL RA APPROVED 2025-09-15
  • TX RA
    APPROVED
    Since 2025-12-04
  • FL RA
    APPROVED
    Since 2025-09-15

Branch Locations

1499 S Harbor City Blvd Ste 400, Melbourne, FL 32901 • 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
Wells Fargo Clearing Services, Llc Melbourne FL 07/2025 Present
Rollins College Winter Park FL 08/2021 05/2025
Ubs Wealth Management Winter Park FL 05/2023 07/2023
Ubs Wealth Management Winter Park FL 05/2024 07/2024
Unemployed Oviedo FL 09/2003 08/2021
  • 07/2025 → Present
    Wells Fargo Clearing Services, Llc
    Melbourne, FL
  • 08/2021 → 05/2025
    Rollins College
    Winter Park, FL
  • 05/2023 → 07/2023
    Ubs Wealth Management
    Winter Park, FL
  • 05/2024 → 07/2024
    Ubs Wealth Management
    Winter Park, FL
  • 09/2003 → 08/2021
    Unemployed
    Oviedo, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

Nearby Firms

KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

MICHAEL DOUGLAS ALLEN
SILVIA MARCELA LINARES-WILLIAMS
John Thomas Keeney

Nearby Offices

KESTRA ADVISORY SERVICES, LLC · Melbourne, FL
KESTRA ADVISORY SERVICES, LLC · MELBOURNE, FL
EDWARD JONES · Viera, FL

More in Melbourne, FL

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