Robert
Wygant

Wells Fargo Clearing Services, LLC

CRD#1382205
Investment Advisor
in Seattle, WA

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About this Advisor

Robert Wygant is a financial advisor who works out of Seattle, Washington, who has 19 years of professional experience. Wygant is an employee of Wells Fargo Clearing Services, LLC. Wygant has gained experience at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wygant has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas and Washington. Wells Fargo Clearing Services, LLC is a registered investment business that has its headquarters in Seattle, Washington. The firm has offices in 6,239 locations and a total of 25,711 employees. It administers $511 billion in assets between its 1,430,874 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 5,773 charitable organizations. Of its 1,430,874 client accounts, 41% belong to high-net-worth clients who have greater than $1 million in assets. The business offers 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. Fees charged by financial advisors usually are based on the type of services offered. Fee types charged by Wells Fargo Clearing Services, LLC may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

Yes

Office Location

999 3Rd Ave 40Th Fl [Wh/Wk-Rbo]
Seattle, WA 98104

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

WA Average: 458
Total Number of Accounts

1,430,874

WA Average: 33,415
Average Account Size

$357,078

WA 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

Robert Wygant Work History

Robert has 19 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2001 - 2011 (10 years)

Wells Fargo Investments, LLC

Disclosures

Robert Wygant has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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