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Adam Khan Sahak

Wells Fargo Clearing Services, LLC

Ashburn, VA

Mclean, VA

CRD 7747983

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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
VA RA APPROVED 2023-11-01
  • VA RA
    APPROVED
    Since 2023-11-01

Branch Locations

43650 Yukon Dr, Ashburn, VA 20147 • United States

1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • 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 Ashburn VA 06/2023 Present
Wells Fargo Bank, Na Ashburn VA 06/2023 Present
Pnc Bank Ashburn VA 02/2019 05/2023
Dominos Ashburn VA 09/2018 02/2019
Suntrust Bank Vienna VA 07/2017 08/2018
Bb&T Bank Sterling VA 05/2016 06/2017
  • 06/2023 → Present
    Wells Fargo Clearing Services, Llc
    Ashburn, VA
  • 06/2023 → Present
    Wells Fargo Bank, Na
    Ashburn, VA
  • 02/2019 → 05/2023
    Pnc Bank
    Ashburn, VA
  • 09/2018 → 02/2019
    Dominos
    Ashburn, VA
  • 07/2017 → 08/2018
    Suntrust Bank
    Vienna, VA
  • 05/2016 → 06/2017
    Bb&T Bank
    Sterling, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-01
S63 Uniform Securities Agent State Law Examination 2023-09-08
  • S65 Uniform Investment Adviser Law Examination
    2023-11-01
  • S63 Uniform Securities Agent State Law Examination
    2023-09-08
Other Names
  • Adam K Sahak

View on SEC IAPD

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