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Blair Groh Ege

Wells Fargo Clearing Services, LLC

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About Blair Groh Ege

Blair Groh Ege is a financial advisor with over 30 years of experience in the financial services industry. Blair currently works at Wells Fargo Clearing Services, LLC in McLean, VA. Prior to joining Wells Fargo, Blair held positions at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and MBSC Securities Corporation. Blair is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Blair is registered with the state of Virginia as a Registered Investment Advisor and a Broker.

Firm Information

Blair Ege is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blair Ege’s Registration & Firm History

VA

12/03/2024 - Present

Wells Fargo Clearing Services, LLC (MCLEAN VA)

DC

11/21/2019 - 01/28/2022

UBS FINANCIAL SERVICES INC. (WASHINGTON DC)

DC

02/26/2015 - 11/27/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

DC

08/07/2013 - 02/10/2015

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

DC

07/02/2007 - 07/18/2013

MBSC SECURITIES CORPORATION (WASHINGTON DC)

PA

08/03/2006 - 07/02/2007

MBSC, LLC (PHILADELPHIA PA)

NC

05/19/2005 - 05/15/2006

BABSON CAPITAL SECURITIES INC (CHARLOTTE NC)

MA

01/12/2000 - 09/28/2004

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

MA

07/19/1990 - 01/12/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

08/20/1985 - 07/06/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/17/1990

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blair Groh Ege.
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