Zachary
Avery

Wells Fargo Clearing Services, LLC

CRD#5425494
Investment Advisor
in Atlanta, GA
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About this Advisor

Zachary Avery is an investment advisor based in Atlanta, Georgia. Currently a registered advisor at Wells Fargo Clearing Services, LLC, they have gathered 10 years of professional experience in the financial advisory industry. Avery has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Avery can operate based out of Georgia. Throughout their career, Avery has worked at Securities America, Inc, Morgan Stanley Smith Barney, Pnc Investments, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Wells Fargo Clearing Services, LLC is headquartered in Atlanta, Georgia, and operates out of 6,557 other locations in the United States. As a company, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 accounts and retains more than 26,409 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

3280 Peachtree Rd Ne 3Rd and 4Th Fls [Rbo]
Atlanta, GA 30305

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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

Zachary Avery Work History

Zachary has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2012 - 2015 (3 years)

Pnc Investments

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2008 - 2009 (1 year)

Securities America, Inc

Disclosures

Zachary Avery has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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