Iliasser Robin Arias

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

• 10/2012 → 09/2017
  J.P. Morgan Securities Llc
  New York,, NY
• 09/2017 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Previous Registrations

• 2012-10-01 → 2017-10-11
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
• 2004-09-13 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York City, NY
  New York,, NY
  New York, NY
  New York, NY

Other Businesses

6 W 11TH PL LLC, INV RELATED, DES PLAINES, IL, REAL ESTATE INVESTING, 95% OWNERSHIP, START 8/28/2018, 10 HRS/MONTH, 0 HRS DURING TRADING.; SOUTH INDIANA AVENUE LLC, INV RELATED, DES PLAINES, IL, 95% OWNERSHIP, START 10/17/18, 2 HRS/MONTH, 0 HRS DURING TRADING.; INDIANA, LLC; INV RELATED; DESPLAINES, IL; 95% OWNER; RENTAL PROPERTY; START 5/22/19; 2 HRS/MO; 1 DURING TRADING.; KINGSTON AVENUE LLC, INV RELATED, DES PLAINES, IL, 95% OWNERSHIP, START 5/27/2019, 2 HOURS PER MONTH, 1 HOUR DURING TRADING, PROPERTY MANAGEMENT.; IMNE, LLC, INV RELATED, CHICAGO, IL, 95% OWNERSHIP, START 5/31/2019, 2 HRS/MONTH, 1 HR DURING TRADING, PROPERTY MANAGEMENT REVIEW.; RENTAL PROPERTY, INV RELATED, CHICAGO, IL, 95% OWNERSHIP, START 5/30/2019, 2 HRS/MONTH, 1 HR DURING TRADING.; STATION REAL ESTATE, LLC, INVT RELATED, GREAT NECK, NY, 100% OWNERSHIP WITH SPOUSE, START DATE 6/4/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, PASSIVE INVESTOR.| IMNE ENTERTAINMNT, LLC; NOT INV RELATED; GREAT NECK, NY; 100% OWNERSHIP; 06/2025; 4 HOURS PER MONTH; NO HOURS DURING TRADING; KIDS PROGRAMING

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-21
• S63 Uniform Securities Agent State Law Examination
  1999-06-05

Other Names

• Robin Arias