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May 03, 2015 9:48 PM ET

Capital Markets

Company Overview of Wells Fargo Securities, LLC

Company Overview

Wells Fargo Securities, LLC is a boutique investment bank that offers financial advisory services. It provides mergers and acquisitions, private placements, and debt and equity capital raising advisory services. The firm also offers loan syndication, market analysis and research, and equity trading services. Wells Fargo Securities, LLC was formerly known as Wachovia Capital Markets, LLC and changed its name to Wachovia Capital Markets, LLC on 3rd July, 2009 as a result of a merger. The firm is based in San Francisco, California. Wells Fargo Securities, LLC operates as a subsidiary of EVEREN Capital Corporation.

550 South Tryon Street

6th Floor


Charlotte, NC 28202

United States

Founded in 1998



Key Executives for Wells Fargo Securities, LLC

Head of Middle Market Banking
Head of Program Trading Desk
Head of Program Trading Sales and Director
Vice Chairman of Energy & Power Sector for Investment Banking and Capital Markets Division
Compensation as of Fiscal Year 2014.

Wells Fargo Securities, LLC Key Developments

Wells Fargo Securities, LLC Presents at 14th Annual Capital Link Closed-End Funds and Global ETFs Forum, Apr-23-2015

Wells Fargo Securities, LLC Presents at 14th Annual Capital Link Closed-End Funds and Global ETFs Forum, Apr-23-2015. Venue: The Metropolitan Club, One East 60th St., New York, NY 10022-1054, United States. Presentation Date & Speakers: Apr-23-2015, Adam Joseph, Managing Director, Jerry Raio, Managing Director, Equity Capital Markets.

Eastern Company To Undergo Strategic Review

The Eastern Company (NasdaqGM:EML) has retained Wells Fargo Securities, LLC as its financial advisor to assist the Board of Directors in a review of strategic alternatives. There is no set timetable for the review process, and there is no guarantee that any transaction will be consummated as a result of the review.

Wells Fargo Securities, LLC Presents at The Future of Audio Investor Forum 2015, Mar-26-2015

Wells Fargo Securities, LLC Presents at The Future of Audio Investor Forum 2015, Mar-26-2015. Venue: The Plaza, 5th Ave at Central park South, New York, NY 10019, United States. Presentation Date & Speakers: Mar-26-2015, David Lim, Davis Hebert, Marci Ryvicker, Peter Stabler, Rich Kwas.

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