Barry
Masci

Wells Fargo Clearing Services, LLC

CRD#1081936
Investment Advisor
in San Diego, CA
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About this Advisor

Barry Masci is a financial advisor located in San Diego, California. Currently a registered advisor with Wells Fargo Clearing Services, LLC, they have accrued 11 years of professional experience in the financial advisory industry. Masci holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Masci is able to act as an advisor in Arizona, California and Texas. Throughout their career, Masci has worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in San Diego, California, and operates out of 6,557 other offices throughout the United States. As a company, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The amount of assets the firm manages makes it one of the largest financial advisory 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 capital. Wells Fargo Clearing Services, LLC provides 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 63, Series 65, Chartered Financial Analyst

Years of Experience

11 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

12531 High Bluff Dr Ste 400
San Diego, CA 92130

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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

Barry Masci Work History

Barry has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Barry Masci has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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