CRD: 19616
Wells Fargo Clearing Services, LLC
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- Custodian
- American Funds ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-1989
- Office Locations
- 3,646
Office Locations
About Wells Fargo Clearing Services, LLC
Wells Fargo Advisors offers full-service wealth management and financial planning through dedicated advisors, supporting clients with retirement and estate planning and smart borrowing. The firm publishes frequent market commentary and Strategic Insights from Wells Fargo Investment Institute, helping inform portfolio positioning across equities, fixed income, real assets, and alternatives (including hedge funds). Serves retail and institutional clients.
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CRM
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DARRELL CRONK
Chief Investment Officer, President
- CRD
- #2498892
- Ownership
- Less than 5%
SOL GINDI
President
- CRD
- #4903526
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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ERICK JONATHAN A LA TORRE
--
- CRD
- #7657668
JOSEPH PLATON ABAD
Financial Advisor
- CRD
- #4412305
Showing 2 of 18531 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,834,872,430 | $484,984 |
| Non-Discretionary | $192,586,970,269 | $571,734 |
| Total | $671,421,842,699 | $507,052 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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