Donovan C Koah

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

• 10/2009 → 05/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alhambra, CA
• 07/2011 → 05/2020
  Bank Of America, N.A.
  Pasadena, CA
• 05/2020 → Present
  Wells Fargo Clearing Services, Llc
  Pasadena, CA

Previous Registrations

• 2009-10-23 → 2020-05-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alhambra, CA
  San Gabriel, CA
  Rosemead, CA
  Rowland Heights, CA
  San Gabriel, CA
  Hacienda Heights, CA
  Pasadena, CA
  Pasadena, CA
• 2004-02-11 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Rowland Heights, CA
  Alhambra, CA
  Rosemead, CA
  San Gabriel, CA
  San Gabriel, CA

Exams

• S66 Uniform Combined State Law Examination
  2002-09-19
• S63 Uniform Securities Agent State Law Examination
  1998-08-21

Other Names

• Donovan Chunhung Koah
• Donovan C Koah
• Donovan Koah