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C Emmerson S
CFP®, Series 63, Series 65
Tequesta, FL
Wells Fargo Clearing
C Emmerson Small is a CFP® with 41 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Small worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and ERISA fiduciary responsibility.
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