Bailey Psuik

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

• 04/2024 → 11/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 04/2024 → 05/2024
  First Bank
  Charlotte, NC
• 03/2024 → 11/2024
  Emmy Squared
  Charlotte, NC
• 01/2023 → 12/2023
  Flexpoint Media
  Alexandria, VA
• 03/2022 → 11/2023
  Republican Party Of Florida
  Tallahassee, FL
• 03/2020 → 02/2022
  Targeted Victory
  Arlington, VA
• 10/2019 → 11/2020
  Mission Group
  Washington, DC
• 10/2019 → 03/2020
  Us House Of Representatives
  Washington, DC
• 08/2019 → 09/2019
  Us Senate
  Washington, DC
• 05/2019 → 07/2019
  Alphabrook
  Springfield, VA
• 10/2018 → 03/2019
  Chipotle Mexican Grill
  Harrisonburg, VA
• 05/2018 → 08/2018
  Chipotle Mexican Grill
  Washington, DC
• 05/2018 → 08/2018
  Us House Of Representatives
  Washington, DC
• 06/2017 → 08/2017
  Whitlock For House Of Delegates
  Glen Allen, VA
• 05/2017 → 08/2017
  Hungary Creek Recreation Association
  Henrico, VA
• 06/2015 → 08/2018
  Hungary Creek Recreation Association
  Henrico, VA
• 08/2016 → 05/2017
  James Madison University
  Harrisonburg, VA
• 08/2017 → 05/2018
  James Madison University
  Harrisonburg, VA
• 08/2018 → 05/2019
  James Madison University
  Harrisonburg, VA
• 12/2023 → 03/2024
  Western Governors University
  Salt Lake City, UT
• 09/2025 → 11/2025
  Bank Of America, N.A.
  Charlotte, NC
• 11/2025 → Present
  Wells Fargo Clearing Services
  Charlotte, NC

Previous Registrations

• 2024-08-29 → 2025-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Jacksonville, FL
  Chicago, IL
  Chicago, IL
  Charlotte, NC
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-08-27

Other Names

• Bailey Psuik
• Bailey Elizabeth Psuik