Paul
Bonelli

Wells Fargo Clearing Services, LLC

CRD#1538780
Investment Advisor
in Charlotte, NC
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About this Advisor

Paul Bonelli is a financial advisor who works out of Charlotte, North Carolina, who has 13 years in the industry. Bonelli works at Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Bonelli has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Virginia. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in Charlotte, North Carolina. It has offices in 6,557 locations and a total of 26,409 people on staff. It administers $473 billion in assets under management between its 1,432,715 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a wide array 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 advisory fee schedules depend on which services are provided. Fee types billed by Wells Fargo Clearing Services, LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

13 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

Yes

Office Location

401 S Tryon St 20Th Fl
Charlotte, NC 28202

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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

Paul Bonelli Work History

Paul has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2005 - 2009 (4 years)

Wachovia Securities, LLC

Disclosures

Paul Bonelli has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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