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 organized as a limited liability company and is registered with the SEC since 2004. FINTRX records the owner type as a domestic entity and individual and assigns the firm an “unclassified” designation. The dataset indicates the firm is not designated as a capital allocator and is not flagged as an active ESG investor. FINTRX also lists it as not being a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Fields for client base, fee structure, business activities, and advisory activities are not populated in the FINTRX entry.
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 2STEVEN KIKER
Corporate & Investment Bank COOCRD 5373298
DAMIAN GEORGE
Chief Financial OfficerCRD 2649265
Contacts
3 of 51TIMOTHY 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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