Gerald Michael Crean
Investment adviser representative at Ballina Capital, LLC
16 yearsExperience
1 stateRegistered in
$486.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Ballina Capital, LLCOct 2024 to now
- UnemployedJun 2024 to Oct 2024
- Wellington Management Advisers, Inc.Jul 2012 to Jun 2024
- Wellington Management Company, LLPJun 2008 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ballina Capital, LLC
$486.3MAssets managed
11Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5100735
- Firm CRD
- 289598