Mary
Gravelle

Wells Fargo Clearing Services, LLC

CRD#6171519
Investment Advisor
in Charlotte, NC

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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

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

15801 Brixham Hill Ave Ste 100
Charlotte, NC 28277

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$647,795,506,834

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

21,510

NC Average: 458
Total Number of Accounts

1,477,661

NC Average: 33,415
Average Account Size

$438,393

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

Mary Gravelle Work History

Mary has 10 years of experience.

2016 - Present (6 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2012 - 2015 (3 years)

Morgan Stanley

Disclosures

Mary Gravelle has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amanda Jezik
Tulsa, OK
Brandon Blanchard
Irvine, CA
Nichole Rabon
Miramar Beach, FL
Ashley Turner
Edmond, OK
Palani Lopez
Los Angeles, CA
Basil Barouki
Tarpon Springs, FL
Mary Gravelle
Charlotte, NC
Paulo Quintana
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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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