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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in San Francisco, CA

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

The short answer

109 registered advisors work at Wells Fargo Clearing Services, LLC in San Francisco, out of 13,135 at the firm nationwide; it ranks number 6 in the city by advisors. 11 list the CFP designation and 109 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in San Francisco, 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 676Charlotte, NC 395New York, NY 329Salt Lake City, UT 210Minneapolis, MN 194San Diego, CA 167Houston, TX 161Scottsdale, AZ 138Irvine, CA 136Walnut Creek, CA 128McLean, VA 124Raleigh, NC 123Los Angeles, CA 119Fort Worth, TX 117Richmond, VA 113

Other firms in San Francisco

All San Francisco advisors →

Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54Perigon Wealth Management, LLC 52

Questions

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

109 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 11 list the CFP designation and 109 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 6 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.

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

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.