Edward
Katz

Wells Fargo Clearing Services, LLC

CRD#2547982
Investment Advisor
in Atlanta, GA
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About this Advisor

Edward Katz is a certified financial planner based in Atlanta, Georgia, who has 10 years of work experience. Katz is an employee of Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Katz holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in Georgia and Texas. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Atlanta, Georgia. The firm has offices in 6,557 locations and a total of 26,409 financial advisors. It controls $473 billion in total assets among its 1,432,715 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth individuals who have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC offers a diverse range 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 advisory fees typically depend on which service is offered. However, fees billed by Wells Fargo Clearing Services, LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

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

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

Edward Katz Work History

Edward has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Edward Katz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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