Gregory Kenney

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Saint Louis, MO
• 11/2016 → 08/2021
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 08/2021 → 02/2022
  Rbc Capital Market, Llc
  St. Louis, MO
• 10/2022 → Present
  Wells Fargo Clearing Services
  St. Louis, MO
• 08/2022 → Present
  Wells Fargo Clearing Services
  St. Louis, MO
• 02/2022 → 08/2022
  Unemployed
  St Louis, MO

Previous Registrations

• 2021-08-13 → 2022-03-02
  Rbc Capital Markets, Llc
  Conshohocken, PA
  St. Louis, MO
• 2008-03-20 → 2021-08-11
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO
• 2006-11-23 → 2008-03-10
  Banc Of America Investment Services, Inc.
  Chesterfield, MO
  St. Louis, MO

Other Businesses

CO-TRUSTEE FOR BROTHER'S TRUST; INVESTMENT RELATED; ELLISVILLE, MO; START DATE 10/2013; 0 HRS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-22
• S63 Uniform Securities Agent State Law Examination
  1998-01-19

Other Names

• Gregory Todd Kenney