Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC (CRD# 19616) is a financial advisory firm headquartered in St. Louis, MO. They manage $433,195,677,454 in 1,434,106 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management433,196MILLION
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Total Number of Accounts1,434,106ACCOUNTS
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Average Account Value$302,067
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Jonathan Neuman (CRD# 4452118) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Deerfield, IL and has over 14 years of experience in the finance industry.
Jonathan was a Vice-President at Morgan Stanley prior to joining Wells Fargo Advisors. He holds an MBA from DePaul University and an undergraduate degree in business from The University of Illinois at Chicago where he was inducted into the National Honor Society of Business Students. He is a Certified Financial Planner ("CFP") and a Chartered Financial Consultant ("ChFC"). To learn more about Jonathan and his group, visit www.thenorthshoregroup.wfadv.com
Robert Ainslie (CRD# 4176455) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Ithaca, NY and has over 18 years of experience in the finance industry. Robert Ainslie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeff Cafiero (CRD# 4642024) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in East Brunswick, NJ and has over 16 years of experience in the finance industry.
Christopher Carbone (CRD# 1548675) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New Hartford, NY and has over 32 years of experience in the finance industry. Christopher Carbone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Macaluso (CRD# 2564269) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Philadelphia, PA and has over 18 years of experience in the finance industry.
Stephen Reagh (CRD# 1376675) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Chagrin Falls, OH and has over 33 years of experience in the finance industry. Stephen Reagh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Gustafson (CRD# 5305235) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Omaha, NE and has 8 years of experience in the finance industry.
Robert Vingi (CRD# 2491201) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charleston, SC and has over 21 years of experience in the finance industry.