Wells Fargo Clearing Services, LLC
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About this Advisor
Alex Wren is an advisor in New York, New York. Currently a registered investment advisor with Wells Fargo Clearing Services, LLC, Wren has 10 years of work experience. Wren maintains Series 66 and Series 63 licenses, designating the advisor as a securities agent. Wren can serve clients based out of Connecticut. During their career, the advisor has held roles at Wells Fargo Clearing Services LLC, Scottrade, Inc and Ubs Financial Services Inc. Wells Fargo Clearing Services, LLC is headquartered in New York, New York, and operates out of 6,557 other locations across the country. As a company, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 accounts and employs more than 26,409 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the investment firm's clients are high-net-worth individuals, meaning they have over $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 may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Alex Wren Work History
Alex has 10 years of experience.
Wells Fargo Clearing Services LLC
Ubs Financial Services Inc
Alex Wren has no disclosures.
Please visit their SEC profile for more details.