# WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 10582
- Type: SEC-registered investment adviser
- SEC file number: 801-58211
- Location: 420 MONTGOMERY STREET, FIFTH FLOOR, SAN FRANCISCO, CA, 94104
- Phone: (415) 947-1827
- Latest filing: 2010-12-23
- Regulatory AUM: $13.9B
- Discretionary AUM: $2.6B
- Non-discretionary AUM: $11.3B
- Clients: 2,000
- Accounts: 50,207

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| WELKER JAY SCOTT | CHAIRMAN & DIRECTOR | — |
| BRONSTEIN GREGORY PHILLIP | CO-PRESIDENT & CO-CHIEF EXECUTIVE OFFICER; DIRECTOR; DIRECTOR/SENIOR VICE PRESIDENT | — |
| BENSUSSEN VICTOR LAWRENCE | CFO/SR. VP & ASST CORP SECRETARY; CHIEF FINANCIAL OFFICER; DIRECTOR/TREASURER & CFO | — |
| KAUFMAN LEAH MARIE | SROP/CROP, VP | — |
| DAGGS CHARLES WILLARD III | CHIEF EXECUTIVE OFFICER, PRESIDENT & DIRECTOR; CO-PRESIDENT & CO-CHIEF EXECUTIVE OFFICER; DIRECTOR/EXECUTIVE VICE PRESIDENT | — |
| HAYES WILLIAM PATRICK | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & DIRECTOR; CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER & DIRECTOR | — |
| CAMERANESI KENNETH STEVEN | DIRECTOR | — |
| LANNIN BARBARA JEAN | DIRECTOR | — |
| GOMEZ SALVADOR BORES | AML COMPLIANCE OFFICER | — |
| MOORADIAN DENNIS JACK | CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER; DIRECTOR/CHAIRMAN OF THE BOARD (+1 more) | — |
| SROUFE LESA ANNE | CHAIRMAN/DIRECTOR; DIRECTOR | — |
| GERBER LYNN ANN | AML COMPLIANCE OFFICER | — |
| KERR JAMES PATRICK | PRESIDENT; PRESIDENT/DIRECTOR | — |
| ROSS HOLLY ANN | SENIOR VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| FREEMAN SHELLEY STEUER | DIRECTOR/EXECUTIVE VICE PRESIDENT | — |
| MORTELL ROBERT JAMES JR | CHIEF OPERATING OFFICER | — |
| REINHARDT MICHAEL WILLIAM | CCO AND CORPORATE SECRETARY | — |
| PERKEL RACHEL KENYON | DIRECTOR | — |
| AMADOR LISA ANNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, DIRECTOR, SECRETARY | — |
| RULAU KYLE C | AML COMPLIANCE OFFICER | — |
| YERSIN LINCOLN BLAINE | DIRECTOR | — |
| GRANGER CLIFF GEVAN | AML COMPLIANCE OFFICER | — |
| HAYES WILLIAM P | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/10582/brochure
- Similar advisers: https://search.stillhousedata.com/firm/10582/similar
- Related entities: https://search.stillhousedata.com/firm/10582/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/10582

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.