Wells Fargo Prime Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
49
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
133068
Registered since
December 8, 2004

Firm profile

FINTRX

Overview

Wells Fargo Prime Services, LLC is organized as a limited liability company. The FINTRX snapshot identifies ownership as a mix of a domestic entity and an individual and classifies the firm as "Unclassified." The firm is not listed as a capital allocator and is not identified as an active ESG investor. FINTRX does not provide entries for the firm's business activities, advisory activities, client base, or fee structure. Several firm-level attributes are flagged negative or absent in the profile: it is not recorded as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser. No activities, affiliations, accolades, or award information were provided in the source data.

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
  • Damian George

    Damian George

    Chief Financial OfficerCRD 2649265

  • Scott Yi

    Chief Compliance OfficerCRD 3152646

Contacts

3 of 47
  • Stephen Doeschot

    Stephen Doeschot

    ManagerCRD 5843454

  • Terry Freeman

    Registered RepresentativeCRD 1379022

  • Michael Riley

    Michael Riley

    Managing DirectorCRD 4165280

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
500 W 33rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth