Wells Fargo Prime Services, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 133068
- Registered since
- December 8, 2004
Firm profile
FINTRXOverview
Wells Fargo Prime Services, LLC is recorded as a limited liability company that has been SEC-registered since 2004. FINTRX classifies the entity as unclassified and flags it as neither a capital allocator nor an active ESG investor. The data set provides no descriptive narrative of the firm's day‑to‑day business lines, client segments, or advisory activities; its name implies a focus on prime services, but FINTRX offers no granular breakdown of services or product lines.
Assets & Accounts
Investments & Alternatives
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 2Scott Yi
Chief Compliance OfficerCRD 3152646

Damian George
Chief Financial OfficerCRD 2649265
Contacts
3 of 48Timothy Starr
Technology ManagerCRD 6907852

Stephen Lucianek
Securities RepresentitiveCRD 5923417

Marc Karis
DirectorCRD 4544466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 333 Market St
- Time zone
- PT (UTC-8)
- Office locations
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