Michael
Kurilecz

Wells Fargo Clearing Services, LLC

CRD#4882783
Investment Advisor
in Dallas, TX
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About this Advisor

Michael Kurilecz is a certified financial planner working in Dallas, Texas, who has been in the industry for 10 years. Kurilecz works at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Kurilecz maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Wells Fargo Clearing Services, LLC is a registered investment business based out of Dallas, Texas. The investment advisory business has offices in 6,557 locations and a total of 26,409 advisors. It oversees $473 billion in assets between its 1,432,715 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 accounts, 39% are held by high-net-worth investors who have more than $1 million in assets. Wells Fargo Clearing Services, LLC performs a number 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 management fee schedules typically depend on the type of financial services offered. However, fees billed by Wells Fargo Clearing Services, LLC likely consist 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

$433,195,677,454

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

26,352

TX Average: 458
Total Number of Accounts

1,434,106

TX Average: 33,415
Average Account Size

$302,067

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

Michael Kurilecz Work History

Michael has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Michael Kurilecz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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