Ronald
Hertel

Wells Fargo Clearing Services, LLC

CRD#244337
Investment Advisor
in Boston, MA
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About this Advisor

Ronald Hertel is a certified financial planner who lives in Boston, Massachusetts. Currently an advisor with Wells Fargo Clearing Services, LLC, Hertel has 15 years of work experience in the financial advisory industry. Hertel holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Hertel is registered to act as a financial advisor based out of Texas. During their career, the advisor has held roles at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Boston, Massachusetts, and has 6,557 brick-and-mortar locations across the country. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 accounts and employs more than 26,409 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC can offer 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

2 International Pl Fl 20
Boston, MA 02110

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

MA Average: $11,469,110,461
Total Number of Employees

26,352

MA Average: 458
Total Number of Accounts

1,434,106

MA Average: 33,415
Average Account Size

$302,067

MA 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

Ronald Hertel Work History

Ronald has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

Ronald Hertel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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