Gloria
Eller

Wells Fargo Clearing Services, LLC

CRD#1980863
Investment Advisor
in Montgomery, AL

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About this Advisor

Gloria Eller is a financial advisor based out of Montgomery, Alabama, with a total of 30 years of financial industry experience. Eller currently works for Wells Fargo Clearing Services, LLC. Eller has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Wells Fargo Clearing Services, LLC. Eller holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama and Texas. Wells Fargo Clearing Services, LLC is a company that has its headquarters in Montgomery, Alabama. The investment advisory business has offices in 6,239 locations and a total of 25,711 people on staff. It oversees $511 billion in assets under management across its 1,430,874 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 accounts, 41% are held by high-net-worth individuals who have more than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice vary depending on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2660 Eastchase Ln Ste 301
Montgomery, AL 36117

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

AL Average: $11,469,110,461
Total Number of Employees

25,711

AL Average: 458
Total Number of Accounts

1,430,874

AL Average: 33,415
Average Account Size

$357,078

AL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Gloria Eller Work History

Gloria has 30 years of experience.

2020 - Present (1 year)

Wells Fargo Clearing Services, LLC

1990 - 2020 (30 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Gloria Eller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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