Sharon
Hidaka

Wells Fargo Clearing Services, LLC

CRD#1437088
Investment Advisor
in Portland, OR
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About this Advisor

Sharon Hidaka is a financial advisor who works out of Portland, Oregon, who has been in the advisory business for 12 years. Hidaka currently works for Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Ubs Financial Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Hidaka holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Oregon, Texas and Washington. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Portland, Oregon. The firm has offices in 6,557 locations and a total of 26,409 people on staff. It has $473 billion in assets across its 1,432,715 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 6,248 charitable organizations. 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 firm performs a broad assortment of services, including 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 charged by financial advisors largely are based on the type of financial services offered. However, fees charged by Wells Fargo Clearing Services, LLC can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

Yes

Office Location

1300 Sw 5Th Ave 15Th and 18Th Fls [Rbo]
Portland, OR 97201

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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

Sharon Hidaka Work History

Sharon has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (0 years)

Wells Fargo Advisors, LLC

2011 - 2016 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2006 - 2011 (5 years)

Ubs Financial Services

Disclosures

Sharon Hidaka has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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