Gary
Symansky

Wells Fargo Clearing Services, LLC

CRD#2757319
Investment Advisor
in New York, NY
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About this Advisor

Gary Symansky is a financial advisor located in New York, New York. Currently an investment advisor at Wells Fargo Clearing Services, LLC, they have accrued a notable 22 years of work experience in the financial advisory industry. Symansky holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Symansky is able to serve customers in New Jersey and Texas. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in New York, New York, and operates out of 6,557 additional offices across the nation. In aggregate, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. 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 63, Series 65

Years of Experience

22 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

$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

Gary Symansky Work History

Gary has 22 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

1996 - 2009 (13 years)

Citigroup Global Markets Inc

Disclosures

Gary Symansky has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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