Keith
Dasilva

Wells Fargo Clearing Services, LLC

CRD#2891581
Investment Advisor
in Raleigh, NC
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About this Advisor

Keith Dasilva is a certified financial planner based out of Raleigh, North Carolina, with 21 years of professional experience. Dasilva is an advisor for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Dasilva maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Wells Fargo Clearing Services, LLC is a company based in Raleigh, North Carolina. It has offices in 6,557 locations and a total of 26,409 people on staff. It manages $473 billion in assets between its 1,432,715 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are held by high-net-worth investors who have more than $1 million in investable assets. The business offers a wide array 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. A financial advisor's fee schedules usually are based on which service is provided. Fees billed by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 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

Keith Dasilva Work History

Keith has 21 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

1997 - 2009 (12 years)

Citigroup Global Markets Inc

Disclosures

Keith Dasilva has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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