Wells Fargo Clearing Services, LLC

Wells Fargo Clearing Services, LLC (CRD# 19616) is a financial advisory firm headquartered in St. Louis, MO. They manage $568,759,557,665 in 1,434,300 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    568,760
    MILLION
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wells Fargo Clearing Services, LLC
Showing 41 - 50 of 18,309 top financial advisors.
41
Kathryn A. Acer-Richard
CRD#: 1325377
88 Froehlich Farm Blvd, Woodbury, NY 11797

Kathryn Acer-Richard (CRD# 1325377) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Woodbury, NY and has over 36 years of experience in the finance industry.

42
Jose-luis M. Aceves
CRD#: 5084885
2001 N Main St Ste 410, [nk/nl-rbo], Walnut Creek, CA 94596

Jose-luis Aceves (CRD# 5084885) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Walnut Creek, CA and has over 15 years of experience in the finance industry.

43
Denice M. Achen
CRD#: 2974904
204 S 1st St, Aberdeen, SD 57401

Denice Achen (CRD# 2974904) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Aberdeen, SD and has over 22 years of experience in the finance industry.

44
Marc A. Ackerman
CRD#: 3278937
11601 Wilshire Blvd Fl 17, [ln-rbo], Los Angeles, CA 90025

Marc Ackerman (CRD# 3278937) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.

45
Stephanie L. Ackler
CRD#: 1352006
1211 Ave Of The Americas 27th Fl, New York, NY 10036

Stephanie Ackler (CRD# 1352006) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New York, NY and has over 35 years of experience in the finance industry.

46
Pamela L. Acord
CRD#: 4680992
359 Main St, Grand Junction, CO 81501

Pamela Acord (CRD# 4680992) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Grand Junction, CO and has over 16 years of experience in the finance industry.

47
Alec Acosta
CRD#: 4056705
401 S Tryon St, Charlotte, NC 28202

Alec Acosta (CRD# 4056705) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.

48
Caroline A. Acosta
CRD#: 4049433
401 S Tryon St 3rd Fl, [wbs Admin], Charlotte, NC 28202

Caroline Acosta (CRD# 4049433) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

49
Edgar L. Acosta
CRD#: 5413756
2527 John Hawkins Pkwy, Hoover, AL 35244

Edgar Acosta (CRD# 5413756) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Hoover, AL and has over 13 years of experience in the finance industry.

50
Mary A. Acosta
CRD#: 2347192
2001 N Main St Ste 410, [nk/nl-rbo], Walnut Creek, CA 94596

Mary Acosta (CRD# 2347192) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Walnut Creek, CA and has over 4 years of experience in the finance industry.

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