Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Williamsville, NY
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Williamsville, A to Z.
The short answer
21 registered advisors work at Wells Fargo Clearing Services, LLC in Williamsville, out of 13,135 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 21 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Williamsville, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Sandra L. AndersonAlso a broker rep
- Julie BurgioAlso a broker rep
- Richard G. CarlsonAlso a broker rep
- John C. ChiarenzaAlso a broker rep
- Lisa A. CiezkiAlso a broker rep
- Gail DelucaAlso a broker rep
- Suzanne M. FunkAlso a broker rep
- Joseph B. GrecoAlso a broker rep
- James M. KaneAlso a broker rep
- Jeffrey KilgoreAlso a broker rep
- Kenneth R. LenfestAlso a broker rep
- Kevin J. Meehan Jr.Also a broker rep
- Daniel A. Roblin IIICertified Financial Planner · Also a broker rep
- Cara SafyAlso a broker rep
- Shannon L. SchapiroAlso a broker rep
- David F. SchneeweissAlso a broker rep
- Elizabeth K. SheerAlso a broker rep
- Jeffrey J. SmithAlso a broker rep
- Matthew J. SotlandCertified Financial Planner · Also a broker rep
- David WeigandAlso a broker rep
- Debray WilliamsAlso 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 Williamsville
All Williamsville advisors →Equitable Advisors, LLC 95LPL Financial LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Morgan Stanley 28Osaic Wealth, Inc. 25RBC Capital Markets, LLC 21Wny Asset Management, LLC 21Ameriprise Financial Services, LLC 20Independent Solutions Wealth Management, LLC 20LPL Enterprise, LLC 14Valic Financial Advisors, Inc. 13Cetera Investment Advisers LLC 8
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Williamsville?
21 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Williamsville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 2 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 Williamsville?
Wells Fargo Clearing Services, LLC ranks number 7 in Williamsville by registered advisors; Equitable Advisors, LLC has the most, with 95.
How do I check a Wells Fargo Clearing Services, LLC advisor in Williamsville?
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.