Hoss
Esmaeili

Wells Fargo Clearing Services, LLC

CRD#5581440
Investment Advisor
in Raleigh, NC
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About this Advisor

Hoss Esmaeili is an investment advisor based in Raleigh, North Carolina. Currently an advisor with Wells Fargo Clearing Services, LLC, Esmaeili has 10 years of work experience. Esmaeili holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Esmaeili is able to work with clients based out of North Carolina and Texas. During their career, the advisor has held roles at Edward Jones, None, Pnc Investments and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Raleigh, North Carolina, and operates out of 6,557 offices in the nation. In aggregate, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 client accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Wells Fargo Clearing Services, LLC can offer 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 66

Years of Experience

10 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

$433,195,677,454

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

26,352

NC Average: 458
Total Number of Accounts

1,434,106

NC Average: 33,415
Average Account Size

$302,067

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

Hoss Esmaeili Work History

Hoss has 10 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2012 - 2012 (< 1 year)

None

2012 - 2017 (5 years)

Pnc Investments

2008 - 2012 (4 years)

Edward Jones

Disclosures

Hoss Esmaeili has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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