WELLS FARGO PRIME SERVICES, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
53
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 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

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
  • STEVEN KIKER

    Corporate & Investment Bank COOCRD 5373298

  • DAMIAN GEORGE

    Chief Financial OfficerCRD 2649265

Contacts

3 of 51
  • TIMOTHY STARR

    Technology ManagerCRD 6907852

  • STEPHEN LUCIANEK

    Securities RepresentitiveCRD 5923417

  • Marc Karis

    DirectorCRD 4544466

Unlock 48 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth