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David Gay Means

Means Wealth Management

Greenville, SC

CRD 4790453

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Employer firm

Means Wealth Management CRD 2748

$1.59B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Means Wealth Management

802 Stillwater Ave., Bangor, ME 04401-3614 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-08-19
  • SC RA
    APPROVED
    Since 2022-08-19

Branch Locations

325 Augusta Street, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Hendersonville NC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Hendersonville NC 11/2016 08/2022
Means Wealth Management Greenville SC 08/2022 Present
Previous Registrations
  • 2006-04-04 → 2022-08-24
    Wells Fargo Clearing Services, Llc
    Asheville, NC
    Hendersonville, NC
    Greenville, SC
    Hendersonville, NC
    Greenville, SC
    Hendersonville, NC
    Charlotte, NC
    Asheville, NC
    Arden, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-23
  • S66 Uniform Combined State Law Examination
    2005-02-23

View on SEC IAPD

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