Andrew
Giardina

Wells Fargo Clearing Services, LLC

CRD#6281102
Investment Advisor
in New York, NY
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About this Advisor

Andrew Giardina is an advisor whose office is in New York, New York. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, they have accumulated 13 years of experience as a registered investment advisor. Giardina maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Giardina is able to act as a financial advisor in New Jersey and Texas. During their career, Giardina has held roles at Boies, Schiller, & Flexner Llp, Hsbc Bank Usa, N.A, Hsbc Private Bank, International Market Recruiters, University Of Maryland, Boston University, Camp Chippewa, Byram Hills High School, H.C. Crittenden Middle School and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of New York, New York, and operates out of 6,557 other offices in the country. Overall, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client accounts and retains more than 26,409 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Wells Fargo Clearing Services, LLC offers 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

Years of Experience

13 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

Andrew Giardina Work History

Andrew has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2015 - 2016 (1 year)

Hsbc Securities (Usa) Inc

2014 - 2015 (1 year)

Hsbc Bank Usa, N.A

2014 - 2014 (< 1 year)

Hsbc Private Bank

2014 - 2014 (< 1 year)

International Market Recruiters

2013 - 2013 (< 1 year)

Boies, Schiller, & Flexner Llp

2010 - 2013 (3 years)

University Of Maryland

2009 - 2009 (< 1 year)

Boston University

2009 - 2009 (< 1 year)

Camp Chippewa

2005 - 2009 (4 years)

Byram Hills High School

2005 - 2009 (4 years)

H.C. Crittenden Middle School

Disclosures

Andrew Giardina has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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