Robert
Munly

Wells Fargo Clearing Services, LLC

CRD#3026017
Investment Advisor
in Portland, OR
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About this Advisor

Robert Munly is a certified financial planner operating in Portland, Oregon, who has been in the financial industry for 12 years. Munly is currently employed by Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wm Financial Services, Chase Investment Services Corp, Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Munly holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon. Wells Fargo Clearing Services, LLC is a firm operating in Portland, Oregon. It has offices in 6,557 locations and a total of 26,409 financial advisors. It manages $473 billion in assets between its 1,432,715 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth clients who have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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. Fees for financial advisory services largely depend on which service is provided. Fee types billed by Wells Fargo Clearing Services, LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

11084 Sw Barnes Rd
Portland, OR 97225

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

OR Average: 458
Total Number of Accounts

1,434,106

OR Average: 33,415
Average Account Size

$302,067

OR 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

Robert Munly Work History

Robert has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2009 - 2009 (0 years)

Chase Investment Services Corp

2009 - 2011 (2 years)

Wells Fargo Investments, LLC

2006 - 2009 (3 years)

Wm Financial Services

Disclosures

Robert Munly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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