Austin Reese, financial advisor Williamsville NY

Austin Reese

CRD Number: 6773908
Current Firm: Wells Fargo Clearing Services, LLC

Austin Reese (CRD# 6773908) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Williamsville, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services LLC Buffalo, NY Sep 2020 - Current < 1
Citi Group Getzville, NY Jul 2020 - Sep 2020 < 1
Wells Fargo Clearing Services, LLC Buffalo, NY Mar 2020 - Jul 2020 < 1
Hsbc Bank Usa Na Depew, NY Apr 2017 - Mar 2020 2
Hsbc Securities ( Usa ) Inc. Depew, NY Apr 2017 - Mar 2020 2
Unemployed Orchard Park, NY Jan 2017 - Mar 2017 < 1
Student Edinboro, PA Sep 2016 - Dec 2016 < 1
Hsbc Securities Usa Inc. Depew, NY Jun 2016 - Aug 2016 < 1
Student Edinboro, PA Sep 2015 - May 2016 < 1
Hsbc Bank Usa Depew, NY Jun 2015 - Sep 2015 < 1
Student Edinbro, PA Sep 2014 - May 2015 < 1
Johnson Brothers Motors Springville, NY Jun 2014 - Aug 2014 < 1
Student Edinbro, PA Sep 2013 - May 2014 < 1
Mobil Gas And Convenience Cheektowaga, NY Jun 2013 - Aug 2013 < 1
Student Edinbro, PA Sep 2012 - May 2013 < 1
Unemployed Orchard Park, NY Jan 2007 - Aug 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2017
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Austin P. Reese
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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