Amirali
Mirdamadi

Wells Fargo Clearing Services, LLC

CRD#5377231
Investment Advisor
in Raleigh, NC
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About this Advisor

Amirali Mirdamadi is a financial advisor who works in Raleigh, North Carolina, who has been in the advisory business for 11 years. Mirdamadi currently works for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Time Warner Cable, Aar Entertainment LLC, Valic Financial Advisors, Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC and Wells Fargo Bank Na. Mirdamadi maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in North Carolina. Wells Fargo Clearing Services, LLC is a business that has its headquarters in Raleigh, North Carolina. It has offices in 6,557 locations and a total of 26,409 employees. It controls $473 billion in assets under management among its 1,432,715 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 accounts, 39% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a wide 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. A financial advisor's fees largely depend on the type of financial services. Fee types charged by Wells Fargo Clearing Services, LLC can consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

150 Fayetteville St 7Th Fl [R2-Rbo]
Raleigh, NC 27601

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

NC Average: $11,469,110,461
Total Number of Employees

26,409

NC Average: 458
Total Number of Accounts

1,432,715

NC Average: 33,415
Average Account Size

$330,143

NC 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

Amirali Mirdamadi Work History

Amirali has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (0 years)

Wells Fargo Advisors, LLC

2016 - Present (3 years)

Wells Fargo Bank Na

2014 - 2016 (2 years)

Valic Financial Advisors, Inc

2008 - 2015 (7 years)

Aar Entertainment LLC

2007 - 2009 (2 years)

Time Warner Cable

Disclosures

Amirali Mirdamadi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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