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Jeffrey C Samsen

Wells Fargo Clearing Services, LLC

Greenwich, CT

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-07-06
NY RA APPROVED 2026-07-06
TX RA APPROVED 2026-07-06
  • CT RA
    APPROVED
    Since 2026-07-06
  • NY RA
    APPROVED
    Since 2026-07-06
  • TX RA
    APPROVED
    Since 2026-07-06

Branch Locations

1 Lafayette Pl, Greenwich, CT 06830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 02/2013 05/2020
Morgan Stanley Private Bank, National Association New York NY 01/2015 05/2020
Rbc Capital Markets, Llc Purchase NY 05/2020 06/2020
City National Bank Purchase NY 06/2020 07/2026
Wells Fargo Clearing Services, Llc. Greenwich CT 07/2026 Present
  • 02/2013 → 05/2020
    Morgan Stanley
    New York, NY
  • 01/2015 → 05/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 05/2020 → 06/2020
    Rbc Capital Markets, Llc
    Purchase, NY
  • 06/2020 → 07/2026
    City National Bank
    Purchase, NY
  • 07/2026 → Present
    Wells Fargo Clearing Services, Llc.
    Greenwich, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-02-28
S63 Uniform Securities Agent State Law Examination 1986-08-29
  • S65 Uniform Investment Adviser Law Examination
    2003-02-28
  • S63 Uniform Securities Agent State Law Examination
    1986-08-29
Other Names
  • Jeffrey Samsen
  • Jeffrey Samsaen
  • Jeffrey Christopher Samsen

View on SEC IAPD

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PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT
MORGAN STANLEY · Greenwich, CT
MAIN STREET RESEARCH LLC · Greenwich, CT
ENDEAVOUR CAPITAL ADVISORS INC. · GREENWICH, CT
AXIOM ASSET ADVISORS, LLC · GREENWICH, CT
SEARLE & CO. · GREENWICH, CT

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