Mary Ellen Fitzpatrick

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Reston, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Reston, VA

Previous Registrations

• 2007-04-02 → 2008-02-25
  Morgan Stanley & Co. Llc
  Reston, VA
• 1999-11-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  Reston, VA
  Reston, VA

Other Businesses

RENTAL PROPERTY; INV RELATED; HILTON HEAD, SC; 50% OWNERSHIP; 03/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-30
• S63 Uniform Securities Agent State Law Examination
  1992-05-01

Other Names

• Mary Ellen Fitzpatrick
• Mary Ellen Obuchowski
• Mary Ellen Fitzpatrick
• Maryellen Fitzpatrick
• Mary Ellen Fitzpatrick
• Mary Ellen Fitzpatrick