Chad
Reynolds

Wells Fargo Clearing Services, LLC

CRD#4946201
Investment Advisor
in New Bern, NC

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About this Advisor

Chad Reynolds is a financial advisor whose office is in New Bern, North Carolina. Currently an advisor at Wells Fargo Clearing Services, LLC, Reynolds has 11 years of practice as a registered advisor. Reynolds holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Reynolds can advise customers in North Carolina and Texas. During their career, Reynolds has held roles at First Citizens Investor Services and Wells Fargo Advisors LLC. Wells Fargo Clearing Services, LLC is based out of New Bern, North Carolina, and operates out of 6,239 additional offices across the United States. In total, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 client accounts and employs more than 25,711 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

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

401 S Front St
New Bern, NC 28560

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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

Chad Reynolds Work History

Chad has 11 years of experience.

2011 - Present (10 years)

Wells Fargo Advisors LLC

2009 - 2011 (2 years)

First Citizens Investor Services

Disclosures

Chad Reynolds 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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