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Gerald Stanley Creem

Wells Fargo Clearing Services, LLC

Farmington, CT

Tolland, CT

CRD 1040826

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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 2025-07-03
CT RA APPROVED 2005-07-14
  • TX RA
    APPROVED
    Since 2025-07-03
  • CT RA
    APPROVED
    Since 2005-07-14

Branch Locations

8 Two Mile Rd 1St Fl, Farmington, CT 06032 • United States

Tolland, CT • 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 Hartford CT 05/2009 11/2016
Wells Fargo Clearing Services, Llc Hartford CT 11/2016 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-10-23
  • S63 Uniform Securities Agent State Law Examination
    1986-10-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

CHRISTIAN ADAM AUGER
SHAWN PATRICK MCGRANE
HUBERT PAUL KINGSLEY

Nearby Offices

NEW ENGLAND ASSET MANAGEMENT, INC. · FARMINGTON, CT
CREATIVE PLANNING · Farmington, CT
NEW ENGLAND ASSET MANAGEMENT, INC. · FARMINGTON, CT

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