Samantha
Teran

Wells Fargo Clearing Services, LLC

CRD#6085118
Investment Advisor
in New York, NY
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About this Advisor

Samantha Teran is a financial advisor who works in New York, New York, who has been in the industry for 12 years. Teran is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Spada Ardam And Sibener Pc, Chase Investment Services Corp, Suffolk County Community College, Rite Aid, Yum Brands, Jpmorgan Chase Bank, J P Morgan Securities LLC, J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC and Wells Fargo Bank, Na. Teran has a Series 63 license, certifying them as a securities representative, and can operate in Texas. Wells Fargo Clearing Services, LLC is a registered investment business that has its headquarters in New York, New York. The company has offices in 6,557 locations and a total of 26,409 advisors. It controls $473 billion in assets across its 1,432,715 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business performs 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 advisory services largely vary depending on which services are offered. Fees charged by Wells Fargo Clearing Services, LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

12 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

Samantha Teran Work History

Samantha has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - Present (4 years)

Wells Fargo Bank, Na

2015 - 2016 (1 years)

Wells Fargo Advisors, LLC

2014 - 2015 (1 years)

J.P. Morgan Securities LLC

2013 - 2014 (1 years)

J P Morgan Securities LLC

2012 - 2012 (0 years)

Chase Investment Services Corp

2010 - 2015 (5 years)

Jpmorgan Chase Bank

2009 - 2010 (1 years)

Rite Aid

2009 - 2011 (2 years)

Yum Brands

2008 - 2009 (1 years)

Spada Ardam And Sibener Pc

2006 - 2010 (4 years)

Suffolk County Community College

Disclosures

Samantha Teran has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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