We Build Relationships With Quality Firms, Their Leaders and Their Advisors, Empowering Each to Compete and Succeed.
First Clearing is a premier clearing and custody services business, serving broker-dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, we help our client firms create and grow successful businesses.
Through our affiliation with Wells Fargo & Company (Wells Fargo), we provide access to vast resources to help you address all aspects of your business, empowering you to deliver the client experience you desire.
We believe our experience working with quality firms for more than three decades has garnered us a reputation for questioning the status quo, envisioning what lies ahead and innovating for the next generation.
Our Leaders
Experienced. Engaged. Accountable. We’re here to help you visualize the opportunities for your business and support the delivery of exceptional client experiences.
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John G. Peluso, Jr.
Sr. Managing Director, Wells Fargo Advisors, Head of IAG Business Management & President of First Clearing
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Craig M. Avery
Head of Onboarding and Transition Services, Managing Director
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Albert Caiazzo
Managing Director, Strategic Solutions and Controls
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Susan Rosenhoffer
Director of Market Growth & Development Delivery & Support
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Rich Elias
Director of Business Initiatives
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Chris Lubbring
Director of Pricing Strategy & Business Analytics
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Joe Nestlerode
Head of Product Development
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