Rosa
Saldias Costa

Wells Fargo Clearing Services, LLC

CRD#6430479
Investment Advisor
in Miami, FL

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About this Advisor

Rosa Saldias Costa is a financial advisor based in Miami, Florida. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, Saldias Costa has 10 years of work experience. Saldias Costa has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Saldias Costa is able to serve customers based out of Florida and Texas. Over the course of their career, Saldias Costa has held roles at Wells Fargo Advisors, LLC, Scotiabank Peru and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Miami, Florida, and operates out of 6,239 brick-and-mortar locations in the nation. As an advisor firm, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 accounts and employs more than 25,711 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 1,080,075 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 41% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Wells Fargo Clearing Services, LLC offers 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

Years of Experience

10 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

333-355 Se 2Nd Ave/Met 2 [Ipcs-L8]
Miami, FL 33131

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

FL Average: 458
Total Number of Accounts

1,430,874

FL Average: 33,415
Average Account Size

$357,078

FL 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

Rosa Saldias Costa Work History

Rosa has 10 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2010 - 2013 (3 years)

Scotiabank Peru

Disclosures

Rosa Saldias Costa has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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