Edward W Lapinski
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2024 to now
- UnemployedMar 2024 to Aug 2024
- Gallagher InsuranceJan 2024 to Feb 2024
- TD Bank N.A.Feb 2023 to Dec 2023
- TD Private Client Wealth LLCFeb 2023 to Dec 2023
- UnemployedMay 2022 to Feb 2023
- Bank of America, N.A.Apr 2019 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to May 2022
- Santander Bank, NAJun 2017 to Apr 2019
- Santander Securities, LLCJun 2017 to Apr 2019
- First Niagara BankOct 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5756489
- Firm CRD
- 19616