Sheryl
Lieberman

Wells Fargo Clearing Services, LLC

CRD#1035314
Investment Advisor
in New York, NY
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About this Advisor

Sheryl Lieberman is a certified financial planner whose office is in New York, New York. Currently an advisor at Wells Fargo Clearing Services, LLC, Lieberman has 15 years of professional experience in the financial advisory industry. Lieberman has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Lieberman is able to work with investors in Texas. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wachovia Securities LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in New York, New York, and operates out of 6,557 other locations in the United States. As a registered investment firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 accounts and employs more than 26,409 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. 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 advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Wells Fargo Clearing Services, LLC provides 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, Certified Financial Planner

Years of Experience

15 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

1211 Ave Of The Americas 27Th Fl
New York, NY 10036

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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

Sheryl Lieberman Work History

Sheryl has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

Sheryl Lieberman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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