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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Purchase, NY

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

The short answer

68 registered advisors work at Wells Fargo Clearing Services, LLC in Purchase, out of 13,134 at the firm nationwide; it ranks number 2 in the city by advisors. 5 list the CFP designation and 68 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Purchase, 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 712Charlotte, NC 342New York, NY 324Salt Lake City, UT 201Minneapolis, MN 196San Diego, CA 170Houston, TX 167Scottsdale, AZ 147Irvine, CA 135Walnut Creek, CA 135Los Angeles, CA 127McLean, VA 119Seattle, WA 116Richmond, VA 114Fort Worth, TX 112

Other firms in Purchase

All Purchase advisors →

Morgan Stanley 560UBS Financial Services Inc. 25Seacrest Wealth Management, LLC 16Hightower Advisors, LLC 10Ameriprise Financial Services, LLC 9LPL Financial LLC 8RBC Capital Markets, LLC 7Janney Montgomery Scott LLC 4Main Street Financial 3Wells Fargo Advisors Financial Network, LLC 3

Questions

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

68 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Purchase, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 5 list the CFP designation and 68 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 2 in Purchase by registered advisors; Morgan Stanley has the most, with 560.

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

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.