Greyson Kalisa
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2021 to now
- Wells Fargo BankOct 2021 to now
- Wells FargoOct 2020 to Oct 2021
- 1800contactsJul 2020 to Sep 2020
- ProgrexionJun 2020 to Jul 2020
- StubhubJan 2020 to Jun 2020
- Wells FargoOct 2018 to Jan 2020
- UnemployedAug 2018 to Oct 2018
- LifevantageJan 2018 to Aug 2018
- CaptioncallJan 2017 to Dec 2017
- Musicians FriendSep 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7456697
- Firm CRD
- 19616