Adam
Lewis

Wells Fargo Clearing Services, LLC

CRD#4504538
Investment Advisor
in Denver, CO
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About this Advisor

Adam Lewis is a certified financial planner who lives in Denver, Colorado. Currently a registered financial advisor at Wells Fargo Clearing Services, LLC, Lewis has 10 years of practice as a financial advisor. Lewis maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Lewis is able to advise customers based out of Colorado and Texas. Lewis has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Denver, Colorado, and has 6,557 additional offices in the country. In aggregate, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 client accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC can provide 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, Certified Financial Planner

Years of Experience

10 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

3200 Cherry Creek S Dr Ste 100
Denver, CO 80209

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

CO Average: $11,469,110,461
Total Number of Employees

26,352

CO Average: 458
Total Number of Accounts

1,434,106

CO Average: 33,415
Average Account Size

$302,067

CO 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

Adam Lewis Work History

Adam has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Adam Lewis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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