Gregory Shefrin, financial advisor Tarpon Springs FL

Gregory Shefrin

CRD Number: 5024841
Current Firm: Wells Fargo Clearing Services, LLC

Gregory Shefrin (CRD# 5024841) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Tarpon Springs, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services New York, NY Jul 2019 - Current 1
Wells Fargo Bank New York, NY Jul 2019 - Current 1
Cooper & Associates Consulting LLC New York, NY Oct 2016 - Jul 2019 2
Hudson Partners Securities LLC Stamford, CT May 2017 - Apr 2018 < 1
Unemployed New York, NY Apr 2016 - Sep 2016 < 1
Bbva Securities Inc. New York, NY May 2015 - Apr 2016 < 1
Compass Bank Birmingham, AL Apr 2015 - Apr 2016 1
Shefrin And Associates Phoenix, AZ Jan 2011 - Apr 2015 4
Focus Capital Group, Inc. New York, NY Mar 2010 - Jan 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Gregory Shefrin
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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