Rajat
Rajan

Wells Fargo Clearing Services, LLC

CRD#1742614
Investment Advisor
in Washington, DC
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About this Advisor

Rajat Rajan is a certified financial planner based in Washington, D.C. Currently an advisor at Wells Fargo Clearing Services, LLC, Rajan has 12 years of experience in the financial advisory industry. Rajan holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Rajan is registered to advise clients based out of Maryland and Virginia. Their career trajectory has included roles at Pnc Investments, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Washington, D.C., and operates out of 6,557 additional locations throughout the United States. Overall, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 client accounts and employs more than 26,409 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. 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 investors are high-net-worth individuals, meaning they have over $1 million in investable assets. 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 63, Series 65, 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

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

Rajat Rajan Work History

Rajat has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2006 - 2010 (4 years)

Pnc Investments

Disclosures

Rajat Rajan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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