Eric
Cromwell

Wells Fargo Clearing Services, LLC

CRD#6404540
Investment Advisor
in Missoula, MT

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About this Advisor

Eric Cromwell is a financial advisor working in Missoula, Montana, with a total of 14 years of experience as a financial advisor. Cromwell currently works for Wells Fargo Clearing Services, LLC. Over the course of their career, Cromwell has held roles at Wells Fargo Advisors, LLC, Wells Fargo Bank, Na and Wells Fargo Clearing Services, LLC. Cromwell has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Montana. Wells Fargo Clearing Services, LLC is a registered investment firm operating out of Missoula, Montana. The investment advisory business has offices in 6,239 locations and a total of 25,711 employees. It controls $511 billion in assets under management among its 1,430,874 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 5,773 charitable organizations. Of its 1,430,874 accounts, 41% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC offers a broad array 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 usually vary depending on the financial services. However, fees billed 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

Years of Experience

14 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

1800 S Russell St
Missoula, MT 59801

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

MT Average: 458
Total Number of Accounts

1,430,874

MT Average: 33,415
Average Account Size

$357,078

MT 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

Eric Cromwell Work History

Eric has 14 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2006 - Present (15 years)

Wells Fargo Bank, Na

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

Disclosures

Eric Cromwell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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