Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in New Haven, CT

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

The short answer

10 registered advisors work at Wells Fargo Clearing Services, LLC in New Haven, out of 13,135 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 10 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in New Haven, A to Z

Every Wells Fargo Clearing Services, LLC advisor →

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 New Haven

All New Haven advisors →

Knights Of Columbus Asset Advisors LLC 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 34Morgan Stanley 23Janney Montgomery Scott LLC 16Strategic Advisers LLC 15UBS Financial Services Inc. 13Ameriprise Financial Services, LLC 11Cetera Investment Advisers LLC 8Raymond James & Associates, Inc. 5Kreitler Financial LLC 4Washington Trust Advisors 4J.P. Morgan Securities LLC 3

Questions

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

10 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in New Haven, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 8 in New Haven by registered advisors; Knights Of Columbus Asset Advisors LLC has the most, with 102.

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

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.