Nicholas
Lechuga

Wells Fargo Clearing Services, LLC

CRD#5653609
Investment Advisor
in Carlsbad, CA
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About this Advisor

Nicholas Lechuga is a financial advisor whose office is in Carlsbad, California. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, they have gathered 12 years of work experience. Lechuga has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Lechuga is able to operate based out of California and Texas. Throughout their career, Lechuga has worked at Wells Fargo Bank, N.A, Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Carlsbad, California, and has 6,557 locations in the country. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 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 United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC offers 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 66

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

No

Office Location

3446 Via Mercato
Carlsbad, CA 92009

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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

Nicholas Lechuga Work History

Nicholas has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2006 - Present (13 years)

Wells Fargo Bank, N.A

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2009 - 2011 (2 years)

Wells Fargo Investments, LLC

Disclosures

Nicholas Lechuga has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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