Robert
Mednick

Wells Fargo Clearing Services, LLC

CRD#4681995
Investment Advisor
in Los Angeles, CA
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About this Advisor

Robert Mednick is a financial advisor operating in Los Angeles, California, who has 28 years of financial industry experience. Mednick is an advisor for Wells Fargo Clearing Services, LLC. Throughout their career, Mednick has worked at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC, Wells Fargo Investments, LLC and Wells Fargo Bank, N.A. Mednick holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California. Wells Fargo Clearing Services, LLC is a registered investment business headquartered in Los Angeles, California. The company has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in assets among its 1,432,715 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 6,248 charitable organizations. Of its 1,432,715 accounts, 39% are held by high-net-worth investors who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC provides a wide array 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. Financial advisory fee schedules largely vary depending on the financial services offered. However, fee types charged by Wells Fargo Clearing Services, LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

28 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

11601 Wilshire Blvd Fl 17 [Ln-Rbo]
Los Angeles, CA 90025

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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

Robert Mednick Work History

Robert has 28 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

1990 - Present (29 years)

Wells Fargo Bank, N.A

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2003 - 2010 (7 years)

Wells Fargo Investments, LLC

Disclosures

Robert Mednick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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