Allan
Zendel

Wells Fargo Clearing Services, LLC

CRD#1276939
Investment Advisor
in Washington, DC
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About this Advisor

Allan Zendel is a certified financial planner in Washington, D.C. Currently an advisor at Wells Fargo Clearing Services, LLC, Zendel has 10 years of practice as a financial advisor. Zendel has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Zendel is able to operate based out of Washington and D.C.. During their career, Zendel has held roles at Wells Fargo Advisors LLC, Wachovia Securities, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Washington, D.C., and has 6,557 other brick-and-mortar locations throughout the United States. In aggregate, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the firm's clients are high-net-worth individuals, meaning they have over $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 63, Series 65, 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

5301 Wisconsin Ave Nw Ste 400
Washington, DC 20015

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

DC Average: 458
Total Number of Accounts

1,434,106

DC Average: 33,415
Average Account Size

$302,067

DC 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

Allan Zendel Work History

Allan 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 year)

Wachovia Securities, LLC

Disclosures

Allan Zendel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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