Matthew
Hurley

Wells Fargo Clearing Services, LLC

CRD#1682165
Investment Advisor
in San Diego, CA
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About this Advisor

Matthew Hurley is a certified financial planner and chartered financial consultant based out of San Diego, California, who has been in the industry for 13 years. Hurley is an employee of Wells Fargo Clearing Services, LLC. The advisor has gained experience at Oppenheimer & Co. Inc, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Hurley maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Wells Fargo Clearing Services, LLC is a registered investment business operating out of San Diego, California. The company has offices in 6,557 locations and a total of 26,409 employees. It has $473 billion in assets under management among its 1,432,715 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are held by high-net-worth investors who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC offers a number 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 management largely are based on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

13 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

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

Matthew Hurley Work History

Matthew has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 years)

Wells Fargo Advisors LLC

2005 - 2015 (10 years)

Oppenheimer & Co. Inc

Disclosures

Matthew Hurley has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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