Gregory SteedCRD Number: 4429332
Current Firm: Wells Fargo Clearing Services, LLC
Gregory Steed (CRD# 4429332) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Salt Lake City, UT and has over 16 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Wells Fargo Clearing Services LLC||Salt Lake City, UT||Aug 2017 - Current||< 1|
|Td Ameritrade, Inc.||Draper, UT||Oct 2011 - Jul 2017||5|
|E*trade Capital Management LLC||Sandy, UT||Sep 2009 - Oct 2011||2|
|E*trade Securities LLC||Sandy, UT||Aug 2006 - Oct 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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