Christopher Francis Petrich

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

• 03/2013 → 04/2017
  Pnc Investments
  Pittsburgh, PA
• 03/2013 → 04/2017
  Pnc Bank
  Pittsburgh, PA
• 05/2017 → 12/2024
  Wells Fargo Bank Na
  Forest Hill, MD
• 05/2017 → 12/2024
  Wells Fargo Clearing Services, Llc.
  Forest Hill, MD
• 12/2024 → 06/2025
  Truist Investment Services, Inc
  Eldersburg, MD
• 12/2024 → 06/2025
  Truist Advisory Services, Inc
  Eldersburg, MD
• 06/2025 → Present
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 06/2025 → Present
  Wells Fargo Bank, Na
  Baltimore, MD

Previous Registrations

• 2024-12-05 → 2025-06-03
  Truist Advisory Services, Inc.
  Eldersburg, MD
• 2017-05-17 → 2024-12-04
  Wells Fargo Clearing Services, Llc
  Forest Hill, MD
  Columbia, MD
  Timonium, MD
  Forest Hill, MD
  Towson, MD
• 2013-03-19 → 2017-04-27
  Pnc Wealth Management Llc
  Birmingham, AL
  Phoenix, MD
  Timonium, MD
• 2006-05-08 → 2011-04-13
  Chase Investment Services Corp.
  Rockville Centre, NY
  Woodmere, NY
  Mineola, NY
  Manhasset, NY

Exams

• S66 Uniform Combined State Law Examination
  2012-12-31
• S65 Uniform Investment Adviser Law Examination
  2001-07-30
• S63 Uniform Securities Agent State Law Examination
  1990-03-15

Other Names

• Chris Petrich
• Christopher Francis Petrich
• Christopher Petrich