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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-24 |
| PA | RA | APPROVED | 2025-12-16 |
Branch Locations
2005 S Easton Rd Ste 108 Doylestown Commerce Center, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 10/2025 | Present |
| Saint Josephs University | Philadelphia | PA | 08/2021 | 05/2025 |
| Wissahickon Highschool | Blue Bell | PA | 05/2017 | 08/2021 |
| Wissahickon Middle School | Blue Bell | PA | 08/2015 | 05/2017 |
| Unemployed | Blue Bell | PA | 05/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-16 |
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