Emily
Irwin

Wells Fargo Clearing Services, LLC

CRD#7460912
Investment Advisor
in Saint Louis, MO

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About this Advisor

Emily Irwin is a financial advisor who works out of Saint Louis, Missouri, who has been in the advisory business for 11 years. Irwin works at Wells Fargo Clearing Services, LLC. Throughout their career, Irwin has worked at Wells Fargo Bank, Wells Fargo Clearing Services and Dorsey & Whitney Llp. Irwin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota. Wells Fargo Clearing Services, LLC is a firm operating in Saint Louis, Missouri. The firm has offices in 5,627 locations and a total of 21,510 people on staff. It administers $648 billion in assets under management between its 1,477,661 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 6,968 charities and foundations. Of its 1,477,661 customer accounts, 44% are held by high-net-worth individuals who have more than $1 million in assets. The business has 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. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by Wells Fargo Clearing Services, LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

One North Jefferson Avenue Mail Code: H0004-050
Saint Louis, MO 63103

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$647,795,506,834

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

21,510

MO Average: 458
Total Number of Accounts

1,477,661

MO Average: 33,415
Average Account Size

$438,393

MO 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

Emily Irwin Work History

Emily has 11 years of experience.

2021 - Present (1 year)

Wells Fargo Clearing Services

2016 - Present (6 years)

Wells Fargo Bank

2011 - 2014 (3 years)

Dorsey & Whitney Llp

Disclosures

Emily Irwin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amanda Jezik
Tulsa, OK
Brandon Blanchard
Irvine, CA
Nichole Rabon
Miramar Beach, FL
Ashley Turner
Edmond, OK
Palani Lopez
Los Angeles, CA
Basil Barouki
Tarpon Springs, FL
Mary Gravelle
Charlotte, NC
Paulo Quintana
Boca Raton, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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