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 Vermont

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

The short answer

18 registered advisors work at Wells Fargo Clearing Services, LLC in Vermont, out of 13,134 nationwide; it's the firm's number 45 state by advisors, and the most are in Burlington (14). 0 list the CFP designation and 18 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors by city in Vermont

Every firm in Vermont →

Burlington 14Rutland 2Brattleboro 1Hyde Park 1

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

Search by name →

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

Wells Fargo Clearing Services, LLC in other states

California 2,186Florida 1,092Texas 926North Carolina 879Missouri 862New York 730Virginia 591New Jersey 528Pennsylvania 496Minnesota 430Washington 360Georgia 317Arizona 315Illinois 300Utah 288Colorado 256South Carolina 236Maryland 231Ohio 169Michigan 168Massachusetts 151Alabama 141Nevada 140Connecticut 128Wisconsin 123Iowa 116Tennessee 112Oregon 93Idaho 75Nebraska 71Kansas 67South Dakota 60District of Columbia 47Indiana 47Oklahoma 47Louisiana 37Hawaii 33New Hampshire 32Kentucky 31New Mexico 30Delaware 29Alaska 26Arkansas 22Montana 18Mississippi 17West Virginia 17North Dakota 12Rhode Island 12Maine 10Wyoming 9

Questions

How many Wells Fargo Clearing Services, LLC financial advisors are in Vermont?

18 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 at the firm nationwide. 0 list the CFP designation and 18 are also registered as broker representatives.

Where in Vermont does Wells Fargo Clearing Services, LLC have the most advisors?

Burlington, with 14, then Rutland (2). Wells Fargo Clearing Services, LLC has advisors in 4 cities in Vermont.

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

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.