Matthew Mccrea
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2025 to now
- JP Morgan Chase Bank, N.A.May 2018 to Apr 2025
- JP Morgan Securities, LLCMay 2018 to Apr 2025
- Lettuce Entertain YouDec 2017 to Mar 2018
- Bank of America, N.A.Nov 2016 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to May 2018
- Fidelity Brokerage Services LLCSep 2015 to Nov 2016
- Fidelity InvestmentsSep 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
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
- 5829256
- Firm CRD
- 19616