Philip
Manz

Wells Fargo Clearing Services, LLC

CRD#5034248
Investment Advisor
in Charlotte, NC
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About this Advisor

Philip Manz is a certified financial planner who works out of Charlotte, North Carolina, with a total of 13 years of professional experience. Manz works at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Manz has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Wells Fargo Clearing Services, LLC is a registered investment business that has its headquarters in Charlotte, North Carolina. The company has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in assets across its 1,432,715 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% belong to high-net-worth clients who have at least $1 million in investable 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. A financial advisor's fee schedules typically vary depending on the type of financial services. Fee types billed by Wells Fargo Clearing Services, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

No

Office Location

6000 Fairview Dr Ste 800
Charlotte, NC 28210

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

NC Average: 458
Total Number of Accounts

1,432,715

NC Average: 33,415
Average Account Size

$330,143

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

Philip Manz Work History

Philip 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

Philip Manz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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