Wells Fargo Clearing Services, LLC
About this Advisor
Mary Gravelle is a financial advisor who works in Charlotte, North Carolina, who has been in the financial industry for 10 years. Gravelle is on the advisory team at Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Morgan Stanley. Gravelle holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Wells Fargo Clearing Services, LLC is a financial advisory business that has its headquarters in Charlotte, North Carolina. It has offices in 5,627 locations and a total of 21,510 financial advisors. It has $648 billion in assets among its 1,477,661 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 6,968 charitable organizations. Of its 1,477,661 customer accounts, 44% belong to high-net-worth clients who have more than $1 million in assets. The company has a number 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. Financial management fee schedules largely depend on the services offered. Fees charged by Wells Fargo Clearing Services, LLC likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Mary Gravelle Work History
Mary has 10 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Mary Gravelle has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
Miramar Beach, FL
Los Angeles, CA
Tarpon Springs, FL
Boca Raton, FL
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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