Morris
Herzberg

Wells Fargo Clearing Services, LLC

CRD#2223155
Investment Advisor
in Atlanta, GA
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About this Advisor

Morris Herzberg is a certified financial planner who works in Atlanta, Georgia, who has 10 years of experience as a financial advisor. Herzberg is currently employed by Wells Fargo Clearing Services, LLC. Herzberg has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Herzberg maintains a Series 63 license, designating them as a securities representative, and is registered to work in Georgia and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Atlanta, Georgia. The company has offices in 6,557 locations and a total of 26,409 financial advisors. It manages $473 billion in assets between its 1,432,715 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth clients who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC performs a number 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. Fees for financial management largely depend on which services the firm provides the client. Fee types charged by Wells Fargo Clearing Services, LLC can consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, 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

Morris Herzberg Work History

Morris 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 years)

Wachovia Securities, LLC

Disclosures

Morris Herzberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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