Greg Crosby Wells

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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
  Bethesda, MD
• 11/2016 → 06/2020
  Wells Fargo Clearing Services, Llc
  Bethesda, MD
• 06/2020 → Present
  Rbc Capital Markets, Llc
  Rockville, MD
• 07/2020 → 01/2025
  City National Bank
  Rockville, MD

Previous Registrations

• 2007-11-29 → 2020-06-23
  Wells Fargo Clearing Services, Llc
  Potomac, MD
  Bethesda, MD
  Columbia, MD
  Bethesda, MD
• 2004-01-09 → 2007-11-30
  Truist Investment Services, Inc.
  Centreville, VA
  Fairfax, VA
  Fairfax, VA
  Chantilly, VA
  Leesburg, VA
  Chantilly, VA
  Fairfax, VA
  Ashburn, VA
  Leesburg, VA
  Fairfax, VA
  Chantilly, VA
  Burke, VA
  Fairfax, VA

Exams

• S66 Uniform Combined State Law Examination
  2004-01-06
• S65 Uniform Investment Adviser Law Examination
  1998-04-29
• S63 Uniform Securities Agent State Law Examination
  1998-04-23

Other Names

• Gregory C Wells