Russell
Broda

Wells Fargo Clearing Services, LLC

CRD#1405940
Investment Advisor
in Atlanta, GA
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About this Advisor

Russell Broda is a certified financial planner who works in Atlanta, Georgia, with 16 years of experience as a financial advisor. Broda is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Citigroup Global Markets Inc, Wachovia Securities, LLC and Wells Fargo Clearing Services, LLC. Broda has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to operate in Georgia, Texas and Michigan. Wells Fargo Clearing Services, LLC is a business headquartered in Atlanta, Georgia. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It handles $473 billion in assets under management among its 1,432,715 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth clients who have at least $1 million in investable assets. The business provides 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Wells Fargo Clearing Services, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 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

Yes

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

Russell Broda Work History

Russell has 16 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2009 - 2009 (0 years)

Wachovia Securities, LLC

2002 - 2009 (7 years)

Citigroup Global Markets Inc

Disclosures

Russell Broda has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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