Sean
Muth

Wells Fargo Clearing Services, LLC

CRD#5669259
Investment Advisor
in San Diego, CA
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About this Advisor

Sean Muth is a certified financial planner who lives in San Diego, California. Currently an advisor with Wells Fargo Clearing Services, LLC, Muth has 15 years of work experience in the financial advisory industry. Muth holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Muth can work with investors based out of California and Texas. Over the course of their career, they have held roles at Wamu/Chase, Jpmorgan Chase Bank Na, Chase Investment Services Corp, U.S. Bancorp Investments, Inc, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Wells Fargo Clearing Services, LLC is located in San Diego, California, and has 6,557 additional locations in the country. As a company, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 accounts and employs more than 26,409 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Wells Fargo Clearing Services, LLC can offer 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, Series 65, Certified Financial Planner

Years of Experience

15 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

4655 Executive Dr Ste 1000 [Sc/Sj-Rbo]
San Diego, CA 92121

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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

Sean Muth Work History

Sean has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2013 - 2016 (3 years)

J.P. Morgan Securities LLC

2010 - 2013 (3 years)

U.S. Bancorp Investments, Inc

2009 - 2010 (1 year)

Jpmorgan Chase Bank Na

2009 - 2010 (1 year)

Chase Investment Services Corp

2003 - 2009 (6 years)

Wamu/Chase

Disclosures

Sean Muth has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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