Steven
Fleisher

Wells Fargo Clearing Services, LLC

CRD#5639346
Investment Advisor
in Conshohocken, PA

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About this Advisor

Steven Fleisher is a financial advisor working out of Conshohocken, Pennsylvania, who has been in the advisory business for 10 years. Fleisher is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Fleisher holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania and Texas. Wells Fargo Clearing Services, LLC is a registered investment business operating out of Conshohocken, Pennsylvania. The investment advisory business has offices in 6,405 locations and a total of 26,352 financial advisors. It oversees $433 billion in assets under management between its 1,434,106 accounts, making it one of the largest firms in the country by assets under management. The firm advises 5,905 charities and foundations. Of its 1,434,106 accounts, 39% belong to high-net-worth investors who have at least $1 million in investable assets. The business has a diverse set 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 usually depend on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

One Fayette St Ste 200 Two Tower Bridge
Conshohocken, PA 19428

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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

Steven Fleisher Work History

Steven has 11 years of experience.

2016 - Present (4 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Steven Fleisher 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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