Adviser and broker representative · Wells Fargo Clearing Services, LLC
Gerald S. Creem
CRD 1040826 · Farmington, CT
At a glance
Gerald S. Creem is an investment adviser representative with Wells Fargo Clearing Services, LLC in Farmington, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gerald’s SEC record dates to 2005, about 21 years ago. Gerald is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince July 2005Farmington, CT · $671B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Gerald’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.