William Robert Helmrich
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Wells Fargo Bank, NAAug 2024 to now
- Wells Fargo Clearing Services, LLCAug 2024 to now
- Sound Beach MobilJul 2011 to now
- LPL Financial LLCAug 2022 to Feb 2024
- People's Securities, IncOct 2021 to Feb 2024
- JPMorgan Chase Bank, NAJun 2016 to Dec 2019
- JPMorgan Securities LLCJun 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 6340746
- Firm CRD
- 19616