Timothy
Bragg

Wells Fargo Clearing Services, LLC

CRD#2220695
Investment Advisor
in New York, NY
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About this Advisor

Timothy Bragg is a certified financial planner operating out of New York, New York, who has been in the financial industry for 16 years. Bragg works at Wells Fargo Clearing Services, LLC. Over the course of their career, Bragg has held roles at Ubs Financial Services Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC and Wachovia Securities LLC. Bragg has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Wells Fargo Clearing Services, LLC is a registered investment company headquartered in New York, New York. The company has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in assets under management between its 1,432,715 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a diverse range 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. Financial advisory fee schedules depend on the type of financial services. Fee types charged by Wells Fargo Clearing Services, LLC may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 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

$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

Timothy Bragg Work History

Timothy has 16 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2009 - 2009 (0 years)

Wachovia Securities LLC

2002 - 2009 (7 years)

Ubs Financial Services Inc

Disclosures

Timothy Bragg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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