Michael
Gays

Wells Fargo Clearing Services, LLC

CRD#2323753
Investment Advisor
in Washington, DC
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About this Advisor

Michael Gays is a certified financial planner working out of Washington, D.C., who has been in the industry for 15 years. Gays currently works for Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Gays maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Washington, D.c. and Maryland. Wells Fargo Clearing Services, LLC is an advisory firm headquartered in Washington, D.C. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It controls $473 billion in assets under management between its 1,432,715 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a wide array 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. A financial advisor's fees are based on the financial services. Fees billed by Wells Fargo Clearing Services, LLC likely include any combination 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

1300 I Street Nw 11Th Fl [M3-Rbo]
Washington, DC 20005

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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

Michael Gays Work History

Michael 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

Michael Gays has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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