Amar
Mehta

Wells Fargo Clearing Services, LLC

CRD#5675945
Investment Advisor
in Jenkintown, PA

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About this Advisor

Amar Mehta is a certified financial planner working in Jenkintown, Pennsylvania, who has been in the advisory business for 10 years. Mehta currently works for Wells Fargo Clearing Services, LLC. The advisor has gained experience at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Mehta has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, Pennsylvania and Texas. Wells Fargo Clearing Services, LLC is a financial advisory business based in Jenkintown, Pennsylvania. The company has offices in 6,405 locations and a total of 26,352 employees. It administers $433 billion in assets under management across its 1,434,106 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 5,905 charities and foundations. Of its 1,434,106 client accounts, 39% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Wells Fargo Clearing Services, LLC offers a diverse array 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 depend on which services the firm provides the client. Fee types charged by Wells Fargo Clearing Services, LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

165 Township Line Rd Ste 200 Two Pitcairn Place
Jenkintown, PA 19046

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

PA Average: 458
Total Number of Accounts

1,434,106

PA Average: 33,415
Average Account Size

$302,067

PA 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

Amar Mehta Work History

Amar has 11 years of experience.

2016 - Present (4 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Amar Mehta has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Joshua Nowasell
San Francisco, CA
Lucas Widoff
Eugene, OR
Paul Milnes
Wayne, PA
Charles Kitts
Austin, TX
Ashley Watumull
San Francisco, CA
Stephen Harper
Washington, DC
Randall Skaggs
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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