Marc Edward Prda

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

• 03/2011 → 08/2020
  Morgan Stanley Smith Barney
  Fort Worth, TX
• 01/2015 → 08/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2020 → Present
  Wells Fargo Clering Services, Llc
  Southlake, TX

Previous Registrations

• 2011-03-31 → 2020-08-17
  Morgan Stanley
  Arlington, TX
  Fort Worth, TX
  Arlington, TX
• 2008-02-14 → 2011-04-11
  Raymond James & Associates, Inc.
  Fort Worth, TX
• 2002-10-09 → 2008-01-11
  A. G. Edwards & Sons, Inc.
  Arlington, TX
  Arlington, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-27
• S63 Uniform Securities Agent State Law Examination
  1987-10-09