William
Tenney

Wells Fargo Clearing Services, LLC

CRD#1002078
Investment Advisor
in Dallas, TX
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About this Advisor

William Tenney is a certified financial planner based in Dallas, Texas. Currently a registered advisor with Wells Fargo Clearing Services, LLC, Tenney has 13 years of work experience as a financial advisor. Tenney has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Tenney is able to operate based out of Texas. Throughout their career, Tenney has worked at Morgan Stanley Private Bank, National Association, Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Dallas, Texas, and has 6,557 additional locations in the country. As a registered investment advisory firm, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Wells Fargo Clearing Services, LLC provides 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, Certified Financial Planner

Years of Experience

13 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

8115 Preston Rd Ste 300
Dallas, TX 75225

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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

William Tenney Work History

William has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2015 (0 years)

Morgan Stanley Private Bank, National Association

2015 - 2016 (1 years)

Wells Fargo Advisors LLC

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2005 - 2015 (10 years)

Citigroup Global Markets Inc

Disclosures

William Tenney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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