Nancy
Melden

Wells Fargo Clearing Services, LLC

CRD#1296624
Investment Advisor
in Carlsbad, CA
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About this Advisor

Nancy Melden is an advisor who works out of Carlsbad, California. Currently a registered investment advisor with Wells Fargo Clearing Services, LLC, they have gathered 17 years of professional experience in the financial advisory industry. Melden has a Series 63 license, which designates them as a securities broker. Melden can work with clients in California and Texas. During their career, Melden has held roles at Wells Fargo Clearing Services, LLC, Ubs Financial Services Inc, Morgan Stanley Smith Barney and Wells Fargo Advisors, LLC. Wells Fargo Clearing Services, LLC is headquartered in Carlsbad, California, and operates out of 6,557 other brick-and-mortar locations in the nation. In total, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. 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 advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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

Years of Experience

17 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

Nancy Melden Work History

Nancy has 17 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2010 - 2015 (5 years)

Morgan Stanley Smith Barney

2001 - 2010 (9 years)

Ubs Financial Services Inc

Disclosures

Nancy Melden has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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