Michael
Reuben

Wells Fargo Clearing Services, LLC

CRD#5217062
Investment Advisor
in New York, NY
Are you Michael Reuben? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Reuben is a certified financial planner working out of New York, New York, who has 11 years of professional experience. Reuben is an employee of Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Ubs Financial Services Inc, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Reuben maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in New York, New York. The investment advisory business has offices in 6,557 locations and a total of 26,409 financial advisors. It manages $473 billion in assets across its 1,432,715 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business offers a number of services, including 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. A financial advisor's fees largely vary depending on which service is offered. However, fee types charged by Wells Fargo Clearing Services, LLC most likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

1370 3Rd Ave
New York, NY 10075

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Michael Reuben Work History

Michael has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2009 - 2014 (5 years)

Ubs Financial Services Inc

2008 - 2009 (1 years)

Ubs Financial Services Inc

2007 - 2008 (1 years)

Ubs Financial Services Inc

Disclosures

Michael Reuben has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started