Andrej
Simunac

Wells Fargo Clearing Services, LLC

CRD#5435087
Investment Advisor
in Los Angeles, CA
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About this Advisor

Andrej Simunac is an advisor in Los Angeles, California. Currently a registered advisor with Wells Fargo Clearing Services, LLC, Simunac has 12 years of professional experience. Simunac has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Simunac is able to work with clients based out of California. During their career, Simunac has held roles at Wells Fargo Advisors, LLC, Wells Fargo Investments, Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Bank, Bank Of America, N.A, Wells Fargo Bank, Na and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Los Angeles, California, and has 6,557 other locations throughout the United States. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Wells Fargo Clearing Services, LLC can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

11601 Wilshire Blvd Fl 17 [Ln-Rbo]
Los Angeles, CA 90025

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CA Average: 458
Total Number of Accounts

1,434,106

CA Average: 33,415
Average Account Size

$302,067

CA 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

Andrej Simunac Work History

Andrej has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 years)

Wells Fargo Advisors, LLC

2014 - Present (5 years)

Wells Fargo Bank ,Na

2013 - 2014 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 years)

Bank Of America, N.A

2011 - 2011 (0 years)

Wells Fargo Advisors, LLC

2011 - 2012 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2011 (4 years)

Wells Fargo Investments

2006 - 2011 (5 years)

Wells Fargo Bank

Disclosures

Andrej Simunac has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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