Clearwater, FL Us Hwy 19 N Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

14,115

Across 1,523 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.

For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.

A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.

Based on WELLS FARGO Advisors

Occupation focus

Retired Founder/Business Owner

Based on WELLS FARGO Advisors

Location

28100 Us Hwy 19 N Ste 500, [Ee Rbo]

Clearwater FL 33761

Advisors at this office

8

Advisors at this office

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Matthew C

Series 63, Series 66

Clearwater, FL

Wells Fargo Clearing

Matthew Cracchiolo is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 designations and 9 years of industry experience. He has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2015. Outside of his advisory role, he owns a food and beverage vending delivery business, Dominator Vending Enterprises Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of financial advisors. The firm combines research and analytics with a range of brokerage and advisory solutions to support its clients’ investment needs.

Retired Founder/Business Owner
user avatar

Kimberly J

Series 63, Series 66

Clearwater, FL

Wells Fargo Clearing

Kimberly Jackson Fernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and also maintains a role at Accurate Advisory Group since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Brian R

CFP®, Series 66

Clearwater, FL

Wells Fargo Clearing

Brian Rolfe is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Morgan Stanley in various capacities between 2002 and 2011. Outside of his primary role, he serves as treasurer of his local homeowners association and participates on the investment committee of the Benjamin Tower Foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research-driven portfolio management with a broad platform that includes brokerage and advisory solutions.

Retired Founder/Business Owner
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Renato B

Series 66

Clearwater, FL

Wells Fargo Clearing

Renato Boac is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and over 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held positions at Banc of America Investment Services, Inc. and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Retired Founder/Business Owner
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Tyson M

Series 65, Series 66

Clearwater, FL

Wells Fargo Clearing

Tyson Martin is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. He is based in Clearwater, FL. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
user avatar

Benjamin D

Series 63, Series 65

Clearwater, FL

Wells Fargo Clearing

Benjamin Damsker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He serves as a board member, treasurer, and finance chair for Morton Plant Mease Health Care, participating in meetings and fundraising efforts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
user avatar

Jean Paul C

Series 63, Series 66

Clearwater, FL

Wells Fargo Clearing

Jean Paul Clark is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at Banc of America Investment Services, Inc. from 2004 to 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Retired Founder/Business Owner
user avatar

Bradley K

Series 63, Series 66

Clearwater, FL

Wells Fargo Clearing

Bradley Kirchner is a financial advisor with Wells Fargo Clearing in Clearwater, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior work includes roles at Synovus Bank, Synovus Securities, Fifth Third Securities, AmSouth Investment Services, and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options primarily through diversification and modern portfolio theory.

Retired Founder/Business Owner
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