Gregory Michael Fields
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Gregory Michael Fields? Claim your profile
Contact this firm
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
15 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2023 to now
- Gerber Kawasaki Wealth & Investment ManagementOct 2018 to Jan 2023
- J.P. Morgan Securities LLCApr 2018 to Jul 2018
- JPMorgan Chase Bank, N.A.Apr 2018 to Jul 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Apr 2018
- Occupy DigitalJun 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 63 · Uniform Securities Agent State Law2022
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
- 6734007
- Firm CRD
- 19616