Lauren
Tuite

Wells Fargo Clearing Services, LLC

CRD#5905649
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Lauren Tuite is a financial advisor who works in Pittsburgh, Pennsylvania, who has been in the industry for 12 years. Tuite works at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Allegheny Financial Group and Wells Fargo Clearing Services, LLC. Tuite has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland and Pennsylvania. Wells Fargo Clearing Services, LLC is a company based out of Pittsburgh, Pennsylvania. The investment advisory business has offices in 5,627 locations and a total of 21,510 financial advisors. It manages $648 billion in total assets between its 1,477,661 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 6,968 charitable organizations. Of its 1,477,661 client accounts, 44% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs 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 management largely are based on which services are offered. However, fee types charged by Wells Fargo Clearing Services, LLC can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

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

No

Office Location

301 Grant St Ste 3600 One Oxford Centre
Pittsburgh, PA 15219

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$647,795,506,834

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

21,510

PA Average: 458
Total Number of Accounts

1,477,661

PA Average: 33,415
Average Account Size

$438,393

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

Lauren Tuite Work History

Lauren has 12 years of experience.

2016 - Present (7 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2010 - 2012 (2 years)

Allegheny Financial Group

Disclosures

Lauren Tuite has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amanda Jezik
Tulsa, OK
Brandon Blanchard
Irvine, CA
Nichole Rabon
Miramar Beach, FL
Ashley Turner
Edmond, OK
Palani Lopez
Los Angeles, CA
Basil Barouki
Tarpon Springs, FL
Mary Gravelle
Charlotte, NC
Paulo Quintana
Boca Raton, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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