Anthony
Pellarin

Wells Fargo Clearing Services, LLC

CRD#5350630
Investment Advisor
in New York, NY
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About this Advisor

Anthony Pellarin is a certified financial planner operating out of New York, New York, who has been in the financial industry for 10 years. Pellarin currently works for Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Morgan Stanley, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Pellarin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and Texas. Wells Fargo Clearing Services, LLC is a firm headquartered in New York, New York. The investment advisory business has offices in 6,557 locations and a total of 26,409 financial advisors. It oversees $473 billion in assets under management across its 1,432,715 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are held by high-net-worth investors who have at least $1 million in assets. The firm provides 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. Fees for financial management usually depend on which services are provided. However, fees billed by Wells Fargo Clearing Services, LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, 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

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

$473,000,358,971

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

26,409

NY Average: 458
Total Number of Accounts

1,432,715

NY Average: 33,415
Average Account Size

$330,143

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

Anthony Pellarin Work History

Anthony has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (0 years)

Wells Fargo Advisors LLC

2015 - 2016 (1 years)

Morgan Stanley Private Bank, National Association

2009 - 2016 (7 years)

Morgan Stanley Smith Barney

2008 - 2016 (8 years)

Morgan Stanley

Disclosures

Anthony Pellarin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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