Stephen
Schneider

Wells Fargo Clearing Services, LLC

CRD#2172954
Investment Advisor
in San Diego, CA
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About this Advisor

Stephen Schneider is a certified financial planner working out of San Diego, California, who has been in the financial industry for 15 years. Schneider currently works for Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Schneider holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Wells Fargo Clearing Services, LLC is an advisory firm based out of San Diego, California. The investment advisory business has offices in 6,557 locations and a total of 26,409 financial advisors. It administers $473 billion in assets between its 1,432,715 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm has a diverse set of services, such as 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. A financial advisor's fee schedules largely vary depending on the type of services. Fees charged by Wells Fargo Clearing Services, LLC can include some combination of 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

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

Stephen Schneider Work History

Stephen has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

Stephen Schneider has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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