Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch says

Adviser and broker representative · Wells Fargo Clearing Services, LLC

Stephen M. Von Clausburg

CRD 2777428 · Hilton Head Island, SC

At a glance

Stephen M. Von Clausburg is an investment adviser representative with Wells Fargo Clearing Services, LLC in Hilton Head Island, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2002, about 23 years ago. Stephen is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2002 (23 years)
Designations
None on file
Exams
Series 63, Series 65, Series 66
Registered in
3 states
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Stephen’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Wells Fargo Clearing Services, LLC

Every advisor at Wells Fargo Clearing Services, LLC →Wells Fargo Clearing Services, LLC: assets, clients and custodians →Wells Fargo news, moves and payouts →Financial advisors in Hilton Head Island, SC →Every Wells Fargo Clearing Services, LLC advisor in Hilton Head Island →Advisor Moves: who changed firms this week →