Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Summit, NJ
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Summit, A to Z.
The short answer
3 registered advisors work at Wells Fargo Clearing Services, LLC in Summit, out of 13,135 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Summit, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Laura AgardAlso a broker rep
- Taulant CelaAlso a broker rep
- John P. McKennaAlso a broker rep
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 Summit
All Summit advisors →Tlg Advisors, Inc. 131J.P. Morgan Securities LLC 124Simplicity Wealth 108Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Seabridge Investment Advisors LLC 5Ameriprise Financial Services, LLC 4Circle Wealth Management, LLC 4Gulfstream Cm, LLC 4Beacon Pointe Advisors, LLC 3LPL Financial LLC 3
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Summit?
3 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Summit, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 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 Summit?
Wells Fargo Clearing Services, LLC ranks number 11 in Summit by registered advisors; Tlg Advisors, Inc. has the most, with 131.
How do I check a Wells Fargo Clearing Services, LLC advisor in Summit?
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.