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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Berkeley, CA

Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Berkeley, A to Z.

The short answer

3 registered advisors work at Wells Fargo Clearing Services, LLC in Berkeley, out of 14,671 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Berkeley, A to Z

Every Wells Fargo Clearing Services, LLC advisor →

Wells Fargo Clearing Services, LLC advisors in every city and state →Wells Fargo Clearing Services, LLC: assets, clients and custodians →Wells Fargo news and advisor moves →Wells Fargo Clearing Services, LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →

Wells Fargo Clearing Services, LLC advisors in other cities

St. Louis, MO 787Charlotte, NC 441New York, NY 361Salt Lake City, UT 237Minneapolis, MN 213San Diego, CA 182Houston, TX 176Irvine, CA 155Scottsdale, AZ 150Walnut Creek, CA 145Raleigh, NC 138Los Angeles, CA 133McLean, VA 129Seattle, WA 124San Francisco, CA 123

Other firms in Berkeley

All Berkeley advisors →

Strategic Advisers LLC 31North Berkeley Wealth Management, LLC 13Charles Schwab & Co., Inc. 9J.P. Morgan Securities LLC 7Willow Grove Advisors, LLC 6Affinity Capital Advisors LLC 5Blume Capital Management, Inc. 4Citigroup Global Markets Inc. 4Elmwood Wealth Management 4State Farm Investment Management Corp. 4Clayton Partners LLC 3

Questions

How many financial advisors does Wells Fargo Clearing Services, LLC have in Berkeley?

3 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Berkeley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 14,671 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Berkeley?

Wells Fargo Clearing Services, LLC ranks number 12 in Berkeley by registered advisors; Strategic Advisers LLC has the most, with 31.

How do I check a Wells Fargo Clearing Services, LLC advisor in Berkeley?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wells Fargo Clearing Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.