Andrea
Molavi

Wells Fargo Clearing Services, LLC

CRD#1645694
Investment Advisor
in Atlanta, GA
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About this Advisor

Andrea Molavi is a certified financial planner based in Atlanta, Georgia, who has been in the industry for 12 years. Molavi works at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Usaa Financial Planning Services, Wells Fargo Advisors LLC, Wachovia Securities LLC, Usaa Investment Management Company, Usaa Financial Advisors, Inc, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Molavi holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Wells Fargo Clearing Services, LLC is a registered investment business that has its headquarters in Atlanta, Georgia. The firm has offices in 6,557 locations and a total of 26,409 people on staff. It controls $473 billion in assets among its 1,432,715 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, including 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 the type of services provided. However, fees charged by Wells Fargo Clearing Services, LLC likely 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

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

950 E Paces Ferry Rd Ne Stes 1200 and 1400
Atlanta, GA 30326

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

GA Average: 458
Total Number of Accounts

1,434,106

GA Average: 33,415
Average Account Size

$302,067

GA 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

Andrea Molavi Work History

Andrea has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2012 - 2016 (4 years)

Usaa Financial Planning Services

2012 - 2016 (4 years)

Usaa Investment Management Company

2012 - 2016 (4 years)

Usaa Financial Advisors, Inc

2009 - 2012 (3 years)

Wells Fargo Advisors LLC

2006 - 2009 (3 years)

Wachovia Securities LLC

Disclosures

Andrea Molavi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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