Asset Custody

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Asset Custody for Rao Wealth Partners by First Clearing LLC, an affiliate of Wells Fargo & Company

First Clearing is a preferred provider for clearing services for our clients.  Headquartered in St. Louis, First Clearing provides the benefit of a firm with a deep heritage in the full-service brokerage business and the strength of Wells Fargo & Company, one of the nation's strongest financial services companies.  Our alliance with First Clearing gives us access to resources that provide a wide range of world-class and industry-leading products, services, technology & operational support to help us meet our clients’ needs.  First Clearing is a member of the New York Stock Exchange (NYSE), NASDAQ and other major exchanges.

First Clearing Link

Broker Dealer Services for Rao Wealth Partners account holders provided by Summit Brokerage Services

In today’s world of investing, more and more clients are choosing to use the services of independent financial professionals. With personalized attention and a dedication to detail, these advisors are driven by their clients’ needs and expectations of financial success. Summit Brokerage Services is committed to supporting the business of these independent financial professionals.

Founded in 1993, Summit is today one of the nation's fastest growing independent broker-dealers and has been recognized as the #1 Independent Boutique Broker-Dealer in the country and as one of the "Top 50 Independent Broker-Dealers." by leading trade publications.

Summit Brokerage Link
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