Gregory Manning
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Gregory Manning? 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2025 to now
- Quasar Distributors, LLCDec 2023 to Dec 2025
- Horizon Investments LLCOct 2023 to Nov 2025
- The Vanguard Group, Inc.Aug 2021 to Sep 2023
- Stay Alert Safety ServicesMay 2020 to Aug 2020
- Stay Alert Safety ServicesJun 2019 to Aug 2019
- Wychmere Beach ClubJun 2018 to Aug 2018
- University of South CarolinaAug 2017 to May 2021
- Encore Bistro and BarJun 2017 to Aug 2017
- Woodberry Forest SchoolSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7423085
- Firm CRD
- 19616