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Gregory D. Velho

Wells Fargo Clearing Services, LLC

New Smyrna Beach, FL

Winter Springs, FL

Longwood, FL

Winter Park, FL

Orlando, FL

CRD 4188786

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-24
FL RA APPROVED 2010-11-02
  • TX RA
    APPROVED
    Since 2019-01-24
  • FL RA
    APPROVED
    Since 2010-11-02

Branch Locations

1791 State Road 44, New Smyrna Beach, FL 32168 • United States

5600 Red Bug Lake Rd, Winter Springs, FL 32708 • United States

120 S Us Hwy 17 92, Longwood, FL 32750 • United States

480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States

Orlando, FL • 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 Orlando FL 10/2010 11/2016
Wells Fargo Clearing Services, Llc Orlando FL 11/2016 Present
Previous Registrations
  • 2009-06-01 → 2010-11-19
    Morgan Stanley
    Orlando, FL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Orlando, FL
    Winter Park, FL
    Orlando, FL
  • 2006-01-05 → 2007-04-02
    Morgan Stanley Dw Inc.
    Orlando, FL
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-15
S66 Uniform Combined State Law Examination 2000-07-21
  • S65 Uniform Investment Adviser Law Examination
    2005-11-15
  • S66 Uniform Combined State Law Examination
    2000-07-21

View on SEC IAPD

Nearby Firms

EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC

Nearby Investors

Robert Louis Alonzo
WILLIAM MCREYNOLDS
Constanze Schafstall

Nearby Offices

EDWARD JONES · NEW SMYRNA BEACH, FL
TRUIST ADVISORY SERVICES, INC. · NEW SMYRNA BEACH, FL
J.P. MORGAN SECURITIES LLC · NEW SMYRNA BEACH, FL

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