Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Newtown Square, PA
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Newtown Square, A to Z.
The short answer
7 registered advisors work at Wells Fargo Clearing Services, LLC in Newtown Square, out of 13,134 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 7 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Newtown Square, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Joseph M. ConnellyAlso a broker rep
- Michael F. ConnellyAlso a broker rep
- David A. Correale Jr.Certified Financial Planner · Also a broker rep
- Wendy L. JershkyAlso a broker rep
- Gerard J. OlingerAlso a broker rep
- Owen RahmanAlso a broker rep
- Margaret M. ToddCertified Financial Planner · Also 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 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 Newtown Square
All Newtown Square advisors →MML Investors Services, LLC 133Morgan Stanley 29Logan Capital Management, Inc. 14Concentus Wealth Advisors 9Pathstone 9Almanack Investment Partners 7Newsquare Capital, LLC 6Capital Analysts 4Strategic Advisers LLC 4Etf Architect 3
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Newtown Square?
7 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Newtown Square, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Newtown Square?
Wells Fargo Clearing Services, LLC ranks number 8 in Newtown Square by registered advisors; MML Investors Services, LLC has the most, with 133.
How do I check a Wells Fargo Clearing Services, LLC advisor in Newtown Square?
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.