Unclaimed Profile

Richard Jay Getzoff

WELLS FARGO CLEARING SERVICES, LLC·ST. LOUIS, Missouri

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65Clean record26 years registeredWELLS FARGO CLEARING SERVICES, LLC

ONE NORTH JEFFERSON AVENUE, ST. LOUIS, MO 63103-2205CRD# 2269931Firm CRD# 19616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Jay Getzoff · ST. LOUIS, MO

Registration

CRD #2269931 · WELLS FARGO CLEARING SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

&PARTNERS

Aug 2023 – present

&PARTNERS

Aug 2023 – present

WELLS FARGO CLEARING SERVICES, LLC

Jul 2003 – Jun 2023

BEDMINSTER, NJ

PRUDENTIAL SECURITIES INCORPORATED

Feb 2000 – Jul 2003

MORRISTOWN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · February 10, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLS FARGO CLEARING SERVICES, LLC

CRD 19616 · SEC 801-37967

AUM

$558.5B

Regulatory assets under management

Employees

19,871

1,352,052 client accounts

Services offered by WELLS FARGO CLEARING SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELLS FARGO CLEARING SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Jay Getzoff offer?

Richard Jay Getzoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Richard Jay Getzoff's credentials?

Richard Jay Getzoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Jay Getzoff located?

Richard Jay Getzoff is based in ST. LOUIS, Missouri, working with WELLS FARGO CLEARING SERVICES, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Richard Jay Getzoff charge for services?

Richard Jay Getzoff's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLS FARGO CLEARING SERVICES, LLC?

WELLS FARGO CLEARING SERVICES, LLC has approximately 19871 employees and manages $558.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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