Gregory James Pelachik
Investment adviser representative at Wells Fargo Advisors
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2025 to now
- Wells Fargo BankJun 2025 to now
- Ameriprise Financial Services, LLCNov 2023 to Jun 2025
- ComericaMar 2022 to Nov 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2022
- Wells Fargo Advisors LLCDec 2010 to Nov 2016
- Wells Fargo Bank, N.A.Feb 2000 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 5146032
- Firm CRD
- 19616