Eric
Zurbrugg

Wells Fargo Clearing Services, LLC

CRD#4808416
Investment Advisor
in Los Angeles, CA
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About this Advisor

Eric Zurbrugg is a financial advisor who works out of Los Angeles, California, who has been in the industry for 14 years. Zurbrugg is currently employed by Wells Fargo Clearing Services, LLC. Zurbrugg has gained experience at Wells Fargo Investments, Wells Fargo Bank, Island'S Restaurant, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Zurbrugg holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Wells Fargo Clearing Services, LLC is a company operating in Los Angeles, California. The company has offices in 6,557 locations and a total of 26,409 advisors. It administers $473 billion in assets among its 1,432,715 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth individuals who have greater than $1 million in assets. The company has a broad array of services, including 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 charged by financial advisors largely depend on which services are provided. However, fees billed by Wells Fargo Clearing Services, LLC likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

Eric Zurbrugg Work History

Eric has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2004 - 2011 (7 years)

Wells Fargo Investments

2004 - Present (15 years)

Wells Fargo Bank

2004 - Present (15 years)

Island'S Restaurant

Disclosures

Eric Zurbrugg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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