Wells Fargo Prime Services, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 133068
- Registered since
- December 8, 2004
Firm profile
FINTRXOverview
Wells Fargo Prime Services, LLC is organized as a limited liability company. The FINTRX snapshot identifies ownership as a mix of a domestic entity and an individual and classifies the firm as "Unclassified." The firm is not listed as a capital allocator and is not identified as an active ESG investor. FINTRX does not provide entries for the firm's business activities, advisory activities, client base, or fee structure. Several firm-level attributes are flagged negative or absent in the profile: it is not recorded as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser. No activities, affiliations, accolades, or award information were provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Damian George
Chief Financial OfficerCRD 2649265
Scott Yi
Chief Compliance OfficerCRD 3152646
Contacts
3 of 47
Stephen Doeschot
ManagerCRD 5843454
Terry Freeman
Registered RepresentativeCRD 1379022
Michael Riley
Managing DirectorCRD 4165280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 500 W 33rd St
- Time zone
- ET (UTC-5)
- Office locations
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