Gary R. Carruthers

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

• 10/2012 → 09/2024
  J.P. Morgan Securities Llc
  Greenlawn, NY
• 09/2024 → Present
  Wells Fargo Clearing Services, Llc
  Woodbury, NY

Previous Registrations

• 2012-10-01 → 2024-10-05
  J.P. Morgan Securities Llc
  Greenlawn, NY
  East Northport, NY
• 2009-12-14 → 2012-10-01
  Chase Investment Services Corp.
  East Northport, NY
  East Northport, NY
  Huntington Station, NY
  Greenlawn, NY
  Northport, NY
  Greenlawn, NY

Other Businesses

TWO HAVENS BREWING COMPANY LLC; NOT INV RELATED; SMITHTOWN, NY; 20% OWNERSHIP; START DATE 1/27/2022; 2 HOURS PER MONTH; 0 DURING TRADING; CO-OWNER OF LLC THAT SELLS BEER AND MERCHANDISE TO INDIVIDUALS, RESTAURANTS AND BUSINESSES.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-10

Other Names

• Gary Carruthers
• Gary R Carruthers
• Gary R. Carruthers