Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Waltham, MA
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Waltham, A to Z.
The short answer
21 registered advisors work at Wells Fargo Clearing Services, LLC in Waltham, out of 13,135 at the firm nationwide; it ranks number 5 in the city by advisors. 5 list the CFP designation and 21 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Waltham, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Joan S. AntognoniAlso a broker rep
- Elizabeth J. BarradasAlso a broker rep
- Dabney BaumCertified Financial Planner · Also a broker rep
- Richard A. BaumAlso a broker rep
- Nicholas R. ChampneyAlso a broker rep
- Jonathan A. CrudaleAlso a broker rep
- Brian CunniffCertified Financial Planner · Also a broker rep
- Peter A. DelgrecoChartered Financial Analyst · Also a broker rep
- James W. FongCertified Financial Planner · Also a broker rep
- Jared FongAlso a broker rep
- Jory M. FongAlso a broker rep
- Joseph M. GuerrieroAlso a broker rep
- Matthew J. HandAlso a broker rep
- William D. JarryAlso a broker rep
- Michael L. KantrowitzAlso a broker rep
- Mark A. LuhtanenCertified Financial Planner · Also a broker rep
- Daniel P. LymanAlso a broker rep
- Kyle L. RadleyAlso a broker rep
- Bruce RogovinCertified Financial Planner · Also a broker rep
- Courtney L. RosaAlso a broker rep
- Steven M. SteigerAlso a broker rep
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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 Waltham
All Waltham advisors →Commonwealth Financial Network 130Eagle Strategies LLC 65Ballentine Partners 59Integrated Wealth Concepts LLC 51Tiaa-Cref Individual & Institutional Services, LLC 17Montis Financial, LLC 13Oneamerica Securities, Inc. 13Beacon Pointe Advisors, LLC 10Transamerica Financial Advisors, LLC 10Atlantic Planning Group, LLC 8Pension & Wealth Management Advisors 8Windrose Advisors LLC 8
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Waltham?
21 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Waltham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 5 list the CFP designation and 21 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Waltham?
Wells Fargo Clearing Services, LLC ranks number 5 in Waltham by registered advisors; Commonwealth Financial Network has the most, with 130.
How do I check a Wells Fargo Clearing Services, LLC advisor in Waltham?
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.