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Bruce Howard Chmara

Wells Fargo Clearing Services, LLC

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About Bruce Howard Chmara

Bruce Chmara is an investment advisor representative with over 30 years of experience in the financial industry. Bruce is registered with Wells Fargo Clearing Services, LLC and has been with the firm since February 2021. Prior to joining Wells Fargo, Bruce was a financial advisor at Morgan Stanley for ten years. Bruce holds Series 6, 7, 22, 62, and 63 licenses, as well as the Series 65.

Firm Information

Bruce Chmara 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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Bruce Chmara’s Registration & Firm History

PA

02/18/2021 - Present

Wells Fargo Clearing Services, LLC (WAYNE PA)

PA

03/31/2011 - 02/23/2021

MORGAN STANLEY (PHILADELPHIA PA)

PA

05/18/2000 - 04/25/2011

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

CA

06/18/1997 - 05/18/2000

RICHMOND HILLCREST & COMPANY, INC. (SHERMAN OAKS CA)

NY

12/19/1995 - 05/23/1997

FIRST CAMBRIDGE SECURITIES CORPORATION (NEW YORK NY)

CA

07/12/1994 - 12/14/1995

KENSINGTON SECURITIES, INC. (ALISO VIEJO CA)

FL

06/27/1994 - 07/14/1994

LIFECO SECURITIES CORPORATION (ORLANDO FL)

CA

11/16/1990 - 06/17/1994

CHADWICK SECURITIES, INC. (ALISO VIEJO CA)

NA

01/04/1990 - 11/28/1990

WENTWORTH SECURITIES, INC.

NA

04/04/1988 - 01/01/1990

REMINGTON SECURITIES, INC.

NA

01/05/1988 - 04/09/1988

BRIGHTON INDUSTRIES, INC.

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Licenses & Designations

IA

Issued 02/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/18/1992

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 05/19/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/18/1987

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Bruce Howard Chmara. Review regulatory record here.
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