Kyle
Merino

Wells Fargo Clearing Services, LLC

CRD#6012790
Investment Advisor
in Dallas, TX
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About this Advisor

Kyle Merino is a certified financial planner who works in Dallas, Texas, who has been in the financial industry for 10 years. Merino is on the advisory team at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Southern Methodist University, Wells Fargo Advisors, LLC, Raytheon and Wells Fargo Clearing Services, LLC. Merino holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Dallas, Texas. It has offices in 6,557 locations and a total of 26,409 people on staff. It has $473 billion in assets under management across its 1,432,715 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a wide 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. Financial advisory fee schedules typically are based on the services offered. However, fee types charged by Wells Fargo Clearing Services, LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

100 Crescent Ct Ste 1400
Dallas, TX 75201

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

TX Average: 458
Total Number of Accounts

1,432,715

TX Average: 33,415
Average Account Size

$330,143

TX 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

Kyle Merino Work History

Kyle has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2009 - 2011 (2 years)

Raytheon

2008 - 2009 (1 years)

Southern Methodist University

Disclosures

Kyle Merino has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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