Alex
Wren

Wells Fargo Clearing Services, LLC

CRD#2717504
Investment Advisor
in New York, NY
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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

Series 66, Series 63

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

280 Park Ave 27Th and 29Th Fls
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 Wren Work History

Alex has 10 years of experience.

2018 - Present (1 years)

Wells Fargo Clearing Services LLC

2016 - 2018 (2 years)

Ubs Financial Services Inc

2008 - 2016 (8 years)

Scottrade, Inc

Disclosures

Alex Wren has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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