Heather
Hanson-Rivas

Wells Fargo Clearing Services, LLC

CRD#5857973
Investment Advisor
in Washington, DC
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About this Advisor

Heather Hanson-Rivas is a certified financial planner who works in Washington, D.C., with 11 years of experience as a financial advisor. Hanson-Rivas is an employee of Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Chloe'S Coffee & Gallery, Wells Fargo Advisors LLC, Fleet Feet Sports, Performance Bicycle, Shar Music and Wells Fargo Clearing Services, LLC. Hanson-Rivas maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington, D.c. and Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Washington, D.C. It has offices in 6,557 locations and a total of 26,409 advisors. It administers $473 billion in total assets among its 1,432,715 customer 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 charitable organizations. Of its 1,432,715 client accounts, 39% are held by high-net-worth clients who have at least $1 million in investable assets. Wells Fargo Clearing Services, LLC performs a wide 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. Financial management fee schedules depend on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

$473,000,358,971

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

26,409

DC Average: 458
Total Number of Accounts

1,432,715

DC Average: 33,415
Average Account Size

$330,143

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

Heather Hanson-Rivas Work History

Heather has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2009 - 2009 (0 years)

Chloe'S Coffee & Gallery

2009 - 2010 (1 years)

Fleet Feet Sports

2009 - 2010 (1 years)

Performance Bicycle

2007 - 2008 (1 years)

Shar Music

Disclosures

Heather Hanson-Rivas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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