Adrian
Ozarchievici

Wells Fargo Clearing Services, LLC

CRD#4924830
Investment Advisor
in New York, NY
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About this Advisor

Adrian Ozarchievici is a certified financial planner operating out of New York, New York, who has been in the financial industry for 10 years. Ozarchievici is on the advisory team at Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Hsbc Securities (Usa) Inc, Morgan Stanley Smith Barney/ Citigroup Global Markets, Wells Fargo Clearing Services, LLC and Hsbc Bank Usa N.A. Ozarchievici maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey and Texas. Wells Fargo Clearing Services, LLC is a firm operating out of New York, New York. The company has offices in 6,557 locations and a total of 26,409 advisors. It controls $473 billion in assets under management between its 1,432,715 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth individuals who have at least $1 million in assets. The firm performs a number of services, such as 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

2039 Broadway At Amsterdam and 70Th
New York, NY 10023

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

NY Average: 458
Total Number of Accounts

1,434,106

NY Average: 33,415
Average Account Size

$302,067

NY 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

Adrian Ozarchievici Work History

Adrian has 10 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2016 - 2017 (1 year)

Hsbc Bank Usa N.A

2013 - 2016 (3 years)

Hsbc Securities (Usa) Inc

2011 - 2013 (2 years)

Hsbc Securities (Usa) Inc

2008 - 2010 (2 years)

Morgan Stanley Smith Barney/ Citigroup Global Markets

Disclosures

Adrian Ozarchievici has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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