Blaze
Tatananni

Wells Fargo Clearing Services, LLC

CRD#1279009
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Blaze Tatananni is a financial advisor whose office is in Pittsburgh, Pennsylvania. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, they have accumulated 11 years of professional experience as a registered advisor. Tatananni maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Tatananni is registered to act as an advisor in Pennsylvania. Tatananni has gained experience at Morgan Stanley Private Bank, National Association, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Pittsburgh, Pennsylvania, and operates out of 6,557 other offices in the United States. As a firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 client accounts and employs more than 26,409 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC offers 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

11 Stanwix Street 23Rd Floor
Pittsburgh, PA 15222

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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

Blaze Tatananni Work History

Blaze has 11 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Blaze Tatananni has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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