Michael
Tolpa

Wells Fargo Clearing Services, LLC

CRD#5569627
Investment Advisor
in New York, NY
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About this Advisor

Michael Tolpa is a financial advisor whose office is in New York, New York. Currently an advisor at Wells Fargo Clearing Services, LLC, they have gathered 10 years of work experience in the financial advisory industry. Tolpa has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Tolpa is able to operate based out of New Jersey. Their career trajectory has included roles at Wells Fargo Advisors, LLC, University Of Pennsylvania and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in New York, New York, and operates out of 6,557 locations throughout the nation. In aggregate, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have greater than $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, Chartered Financial Analyst

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

Michael Tolpa Work History

Michael has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2008 - 2009 (1 year)

University Of Pennsylvania

Disclosures

Michael Tolpa has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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