Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wells Fargo Clearing
Location
Santa Rosa, CA 95404
Credentials
Series 63, Series 65
Industry experience
8 years
Dmitry Leykin is a financial advisor with Wells Fargo Clearing in San Anselmo, CA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior work includes roles at JP Morgan Chase Bank NA, JP Morgan Securities LLC, US Bank, Golden Gate Bridge Highway and Transit District, and ProUnlimited Staffing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
3700 Old Redwood Hwy Ste 108, [Nj Rbo]
Santa Rosa, CA 95404
California · Texas
Wells Fargo Clearing Services LLc
2018 - Present (8 years)
Wells FArgo Bank NA
2018 - Present (8 years)
JP Morgan Chase Bank NA
2017 - 2018 (1 year)
JP Morgan Securities LLC
2017 - 2018 (1 year)
US Bank
2017 - 2017 (1 year)
Golden Gate Bridge Highway and Transit District
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
Santa Rosa, CA
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CFP®, Series 63
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Series 63, Series 66
Windsor, CA
Integritas Semper, LLC
Series 65
Santa Rosa, CA
Janian Investment Advisers, LLC
Series 63, Series 65
Santa Rosa, CA
Berson Money Management
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