Bryan
Zaransky

Wells Fargo Clearing Services, LLC

CRD#7004094
Investment Advisor
in New Bern, NC

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About this Advisor

Bryan Zaransky is a financial advisor operating in New Bern, North Carolina, with 12 years of financial industry experience. Zaransky is an advisor for Wells Fargo Clearing Services, LLC. Zaransky has gained experience at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC and Courts Plus Fitness Center. Zaransky has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in North Carolina. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in New Bern, North Carolina. The investment advisory business has offices in 6,239 locations and a total of 25,711 financial advisors. It manages $511 billion in assets among its 1,430,874 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 5,773 charitable organizations. Of its 1,430,874 customer accounts, 41% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a number of services, including 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 fees largely depend on the type of financial services offered. However, fee types charged by Wells Fargo Clearing Services, LLC most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

3100 Dr Martin Luther King Jr Blvd
New Bern, NC 28562

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

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

Bryan Zaransky Work History

Bryan has 12 years of experience.

2018 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - Present (8 years)

Wells Fargo Bank, Na

2008 - 2013 (5 years)

Courts Plus Fitness Center

Disclosures

Bryan Zaransky has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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