Gerald Creem, financial advisor West Hartford CT
96 score

Gerald Creem

CRD Number: 1040826
Current Firm: Wells Fargo Advisors, LLC

Gerald Creem (CRD# 1040826) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in West Hartford, CT and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Hartford, CT May 2009 - Current 7
Wachovia Securities, LLC Hartford, CT Jun 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
Contact Info for Gerald S. Creem
Phone Number: 314-875-3000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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