John
Agostino

Wells Fargo Clearing Services, LLC

CRD#3259095
Investment Advisor
in Carlsbad, CA
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About this Advisor

John Agostino is a financial advisor who works in Carlsbad, California. Currently a registered investment advisor with Wells Fargo Clearing Services, LLC, Agostino has 12 years of professional experience as a financial advisor. Agostino maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Agostino is able to advise investors in California. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Carlsbad, California, and operates out of 6,557 additional brick-and-mortar locations in the country. In aggregate, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Wells Fargo Clearing Services, LLC can provide 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

5800 Armada Dr Ste 300
Carlsbad, CA 92008

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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

John Agostino Work History

John has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2009 - 2010 (1 year)

Morgan Stanley Smith Barney

2006 - 2010 (4 years)

Citigroup Global Markets Inc

Disclosures

John Agostino has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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