Shawn
Kowalewski

Wells Fargo Clearing Services, LLC

CRD#4604106
Investment Advisor
in Atlanta, GA
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About this Advisor

Shawn Kowalewski is a certified financial planner who works in Atlanta, Georgia, who has been in the industry for 13 years. Kowalewski currently works for Wells Fargo Clearing Services, LLC. Kowalewski has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Kowalewski holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work 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 employees. It administers $473 billion in assets across its 1,432,715 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth clients who have at least $1 million in assets available to invest. Wells Fargo Clearing Services, LLC offers 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 for financial management largely depend on which services the firm provides the client. Fees charged 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 65, Certified Financial Planner

Years of Experience

13 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

Shawn Kowalewski Work History

Shawn has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2005 - 2009 (4 years)

Wachovia Securities, LLC

Disclosures

Shawn Kowalewski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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