Mai Elkantar

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

• 03/2015 → 04/2024
  Morgan Stanley
  Birmingham, MI
• 04/2024 → Present
  Wells Fargo Clearing Services, Llc
  Portage, MI

Previous Registrations

• 2015-08-03 → 2024-04-10
  Morgan Stanley
  New York, NY
  Grand Rapids, MI
  Birmingham, MI
  Kalamazoo, MI

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; BRONX/NY; REAL ESTATE; TITLE: CO-OWNER; START DATE: 08/2015; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 1.|RENTAL PROPERTY - WILLIS ; INV RELATED; KALAMAZOO,MI; INVESTMENT PROPERY;50% OWNERSHIP; START DATE: 11/04/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - DOUGLAS ; INV RELATED; KALAMAZOO,MI; REAL ESTATE INVESTMENT ;50% OWNERSHIP; START DATE: 11/04/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | Power of Attorney for Nadia Elkantar; Inv related; New York, NY; POA; start date 05/27/2021; 1 hour per month; 0 hours during trading| Power of Attorney for Fouad Elkantar; Inv related; NYC, NY; POA; start date 02/04/2025; 1 hour per month; 0 hours during trading| Real estate property; Investment related Yes; Nwa, New Jersey; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 0| Rental Property; Investment Related - Yes; Kalamazoo, Michigan; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2023; During Business Hours: 0; After Business Hours: 1; Administrative RENTAL PROPERTY - 1215; INV RELATED;KALAMAZOO,MI; INVESTMENT PROPERTY ;50% OWNERSHIP; START DATE: 04/08/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 3908; INV RELATED;KALAMAZOO,MI; INVESTMENT PROPERTY; 100; START DATE: 06/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 617; INV RELATED;KALAMAZOO,MI; INVESTMENT PROPERTY;50% OWNERSHIP; START DATE: 05/29/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2015-07-30
• S63 Uniform Securities Agent State Law Examination
  2010-03-03