Alex
Christie

Wells Fargo Clearing Services, LLC

CRD#3000974
Investment Advisor
in New York, NY
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About this Advisor

Alex Christie is a financial advisor operating in New York, New York, who has been in the industry for 11 years. Christie is currently employed by Wells Fargo Clearing Services, LLC. Christie has gained experience at Pershing Advisor Solutions LLC, Adecco, Credit Suisse Securities (Usa) LLC and Wells Fargo Clearing Services, LLC. Christie maintains a Series 63 license, which qualifies them as a securities representative, and can operate in Texas. Wells Fargo Clearing Services, LLC is an advisory business based out of New York, New York. The company has offices in 6,557 locations and a total of 26,409 people on staff. It controls $473 billion in assets among its 1,432,715 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth individuals who have at least $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. Fees for financial advisory services usually are based on which services are offered. However, fees charged by Wells Fargo Clearing Services, LLC can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

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

150 E 42Nd St, 41St Fl [Y5-Rbo]
New York, NY 10017

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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

Alex Christie Work History

Alex has 11 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2017 (3 years)

Credit Suisse Securities (Usa) LLC

2013 - 2014 (1 years)

Adecco

2007 - 2012 (5 years)

Pershing Advisor Solutions LLC

Disclosures

Alex Christie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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