Wells Fargo Securities LLC

Wells Fargo Securities LLC

Wells Fargo Securities LLC

Date Founded



550 South Tryon Street,6th floor,Charlotte, NC 28202-4200

Type of Company


Employees (Worldwide)

1,001 - 5,000


Investment Banking & Brokerage
Other Business & Consulting Services
Consumer Finance
Accounting & Financial Services

Company Description

Wells Fargo Securities, LLC offers a full range of products and services to meet the needs of corporate and institutional clients nationwide. These include capital raising, market making, and financial advisory products and services, to name just a few. We have the experience and resources you need to help your business grow and succeed.

Contact Data
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Executives & Employees


President & Representative Director-Wells Fargo Securities Japan

Managing Director & Head of Strategic Indexing

Co-Head of Equity Advisory

Director of Global Research Publishing

Director & Index Analyst

Managing Director & Chief Operating Officer

Chairman & Managing Director, Middle Market Group

Vice Chair & Chair of Client Origination, Corporate & Investment Banking

Head, Transaction Development Group

Board of Directors

Professional at Wells Fargo & Co.

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Recent Transactions
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Oscar Health, Inc. issued USD Common Stock and Up to USD Common Stock

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Cardlytics, Inc. issued USD Common Stock

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SITE Centers Corp. issued USD Common Shares

Transaction Clients

Advised on Gray Television, Inc. issued USD Common Stock


Advised on Agree Realty Corp. issued USD Common Stock


Advised on Blackstone Mortgage Trust, Inc. issued USD Common Stock

Transaction Advisors
Legal Advisor

Advised onPost Holdings, Inc. purchases Michael Foods Group, Inc. from Thomas H. Lee Partners LP, The Goldman Sachs Group, Inc., GS Capital Partners VI Fund LP

Legal Advisor

Advised onBlackRock, Inc. issued USD Common Stock

Legal Advisor

Advised onKinder Morgan, Inc. issued USD Common Stock


Advised onFacebook, Inc. issued USD Common Stock


Advised onFirst Data Corporation issued USD Common Stock

Global Chair, Corporate Department

Advised onDun & Bradstreet Holdings, Inc. issued USD Common Stock

Advisors & Consultants
Legal Advisor

Co-Chair, Commercial Class Action Litigation Practice at Cooley LLP

Legal Advisor

Partner at Schulte Roth & Zabel LLP

Legal Advisor

Partner at Kramer Levin Naftalis & Frankel LLP


CoPERA’s trust funds are invested under the direction of a board of trustees. Their investment strategy uses actuarially established asset allocation investment objectives with long-term goals and policies. Assets are diversified into domestic and international stocks, corporate, government, and international bonds, mortgages, real estate and alternative investments. The fund is long-term in nature and the selection of investments is regulated by statutory limitation, investment time horizon, the limits of acceptable risk and the objective of optimizing the total rate of return. The targeted strategic asset allocation is designed to provide an optimal diversification to reduce risk and maximize total rate of return relative to risk. Many of CoPERA's actively managed portfolios are managed by outside sub-advisors.

Non-Profit Donations & Grants
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