Manny
Augustine

Wells Fargo Clearing Services, LLC

CRD#2316060
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Manny Augustine is a financial advisor who works out of Woodland Hills, California, who has 11 years of professional experience. Augustine works at Wells Fargo Clearing Services, LLC. The advisor has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Augustine holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Wells Fargo Clearing Services, LLC is a registered investment business operating in Woodland Hills, California. The firm has offices in 6,557 locations and a total of 26,409 advisors. It has $473 billion in assets among its 1,432,715 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Wells Fargo Clearing Services, LLC provides a broad range 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 for financial advice are based on the services. Fees billed by Wells Fargo Clearing Services, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

5820 Canoga Ave Ste 100
Woodland Hills, CA 91367

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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

Manny Augustine Work History

Manny has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wachovia Securities, LLC

Disclosures

Manny Augustine has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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