Wells Fargo Prime Services, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
50
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
133068
Registered since
December 8, 2004

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Scott Yi

    Chief Compliance OfficerCRD 3152646

  • Damian George

    Damian George

    Chief Financial OfficerCRD 2649265

Contacts

3 of 48
  • Timothy Starr

    Technology ManagerCRD 6907852

  • Stephen Lucianek

    Stephen Lucianek

    Securities RepresentitiveCRD 5923417

  • Marc Karis

    Marc Karis

    DirectorCRD 4544466

Unlock 45 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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