Eleanor
Tennyson

Wells Fargo Clearing Services, LLC

CRD#2255025
Investment Advisor
in Washington, DC
Are you Eleanor Tennyson? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eleanor Tennyson is a certified financial planner based out of Washington, D.C., with 15 years of experience as a financial advisor. Tennyson is currently employed by Wells Fargo Clearing Services, LLC. During their career, Tennyson has held roles at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Tennyson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Washington, D.c. and Texas. Wells Fargo Clearing Services, LLC is an advisory company based out of Washington, D.C. The investment advisory business has offices in 6,557 locations and a total of 26,409 people on staff. It controls $473 billion in total assets between its 1,432,715 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC provides a number 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. Financial advisory fees typically are based on which services the firm provides the client. However, fee types charged by Wells Fargo Clearing Services, LLC may include some blend 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

No

Office Location

1133 Connecticut Ave Nw 9Th Fl
Washington, DC 20036

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

Eleanor Tennyson Work History

Eleanor 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

Eleanor Tennyson 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