Christine
Nawrot

Wells Fargo Clearing Services, LLC

CRD#4547157
Investment Advisor
in Washington, DC
Are you Christine Nawrot? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christine Nawrot is a certified financial planner based in Washington, D.C. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, Nawrot has 12 years of professional experience. Nawrot holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Nawrot is able to work with customers based out of Washington and D.C.. Over the course of their career, they have held roles at Ubs Financial Services Inc, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Washington, D.C., and has 6,557 additional brick-and-mortar locations in the United States. As an advisory firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 client accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC provides 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

12 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Christine Nawrot Work History

Christine has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors LLC

2006 - 2012 (6 years)

Ubs Financial Services Inc

Disclosures

Christine Nawrot has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started