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Marc Campanaro

Wells Fargo Clearing Services, LLC

Ocean City, NJ

Princeton, NJ

CRD 3193333

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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
FL RA APPROVED 2023-12-18
TX RA APPROVED_RES 2022-05-12
NJ RA APPROVED 2017-06-15
  • FL RA
    APPROVED
    Since 2023-12-18
  • TX RA
    APPROVED_RES
    Since 2022-05-12
  • NJ RA
    APPROVED
    Since 2017-06-15

Branch Locations

Ocean City, NJ • United States

302 Carnegie Center 2Nd Fl [Pc-Rbo], Princeton, NJ 08540 • 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 Princeton NJ 01/2017 Present
Wells Fargo Bank Princeton NJ 01/2017 Present
Wachovia/Wells Fargo Princeton NJ 12/2004 01/2017
  • 01/2017 → Present
    Wells Fargo Clearing Services
    Princeton, NJ
  • 01/2017 → Present
    Wells Fargo Bank
    Princeton, NJ
  • 12/2004 → 01/2017
    Wachovia/Wells Fargo
    Princeton, NJ
Previous Registrations
  • 2004-03-05 → 2004-12-02
    Cms Fund Advisers, Inc.
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-10
S63 Uniform Securities Agent State Law Examination 1999-06-08
S65 Uniform Investment Adviser Law Examination 1999-03-30
  • S66 Uniform Combined State Law Examination
    2017-06-10
  • S63 Uniform Securities Agent State Law Examination
    1999-06-08
  • S65 Uniform Investment Adviser Law Examination
    1999-03-30
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Marc Vincent Campanaro

View on SEC IAPD

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