Gregori Alexandre Volokhine

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

• 06/2010 → 05/2020
  Meeschaert Capital Markets, Inc
  New York, NY
• 04/2010 → 10/2022
  Meeschaert Financial Services Llc
  New York, NY
• 10/2022 → 02/2024
  Raymond James & Associates, Inc.
  New York, NY
• 02/2024 → Present
  Wells Fargo Clearing Services, Llc
  New York, NY

Previous Registrations

• 2022-10-31 → 2024-03-05
  Raymond James & Associates, Inc.
  New York, NY
• 2021-05-16 → 2022-10-18
  Meeschaert Financial Services, Llc
  New York, NY
• 2013-03-05 → 2013-10-15
  Meeschaert Financial Services, Llc
  New York, NY
• 2011-06-01 → 2012-09-26
  Meeschaert Financial Services, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2009-04-15
• S63 Uniform Securities Agent State Law Examination
  1994-07-25

Other Names

• Gregori Alexandre Volokhine
• Gregori A Volokhine