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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-12-16 |
Branch Locations
241 Washington Ave, Santa Fe, NM 87501 • United States
221 N Kansas St 1St Fl [Tf*/Tk-Rbo], El Paso, TX 79901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Fe | NM | 04/2024 | 12/2025 |
| Chick Fil-A | Rio Rancho | NM | 08/2018 | 10/2022 |
| Unemployed | Rio Rancho | NM | 10/2022 | 12/2022 |
| Student | Rio Rancho | NM | 01/2014 | 08/2018 |
| Bank Of America, N.A. | Santa Fe | NM | 12/2022 | 04/2024 |
| Wells Fargo Bank, Na | Santa Fe | NE | 12/2025 | Present |
| Wells Fargo Clearing Services, Llc | Santa Fe | NE | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-27 |
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