Wells Fargo Securities, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 126292
- Registered since
- May 29, 2003
- Website
- www.wellsfargo.com
Firm profile
FINTRXOverview
Wells Fargo Securities, LLC is organized as a limited liability company and is classified in the provided data as an investment bank. Ownership is described as a mix of domestic entities and individuals. The firm is not listed as a capital allocator and is not identified as pursuing active ESG investing. It also is flagged as not being a multi-state adviser, not a pension consultant, not a related adviser, and not a newly formed adviser. Available fields for client base, fee structure, business activities and advisory activities were not populated in the snapshot, so there are no firm-level details about how it structures client relationships or fees in the source data.
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
3 of 36Mary Renn
Chief Administrative OfficerCRD 1841134

Damian George
Chief Financial OfficerCRD 2649265

Margaret Beasley
Managing Director, Chief Operating OfficerCRD 2774904
Contacts
3 of 3906
Josten Hegland
Compliance OfficerCRD 5747315

Kerry Klein
Relationship ManagerCRD 5752040

Yana Mauldin
Investment Advisor RepresentativeCRD 5796708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 550 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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