Gregory Michael Fields

Financial advisor at Wells Fargo Advisors · Los Angeles, CA

Last updated 2026-10-10

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Gregory Michael Fields is a financial advisor at Wells Fargo Advisors in Los Angeles, CA, CRD 6734007. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2017-04-18.

Registration

CRD number
6734007
Registration status
Active
IAPD registration
2017-04-18
Industry Experience
9 years
Work Experience
15 years
States registered
CA

Licenses and exams

  • Series 66
  • Series 63

Work history

  • 2016-12 to 2018-04 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Los Angeles, CA
  • 2011-06 to 2016-11 · Occupy Digital · Los Angeles, CA
  • 2018-04 to 2018-07 · Jpmorgan Chase Bank, N.A. · Marina del Rey, CA
  • 2018-04 to 2018-07 · J.P. Morgan Securities LLC · Marina del Rey, CA
  • 2018-10 to 2023-01 · Gerber Kawasaki Wealth & Investment Management · Santa Monica, CA
  • 2023-01 to Present · Wells Fargo Clearing Services, LLC · Los Angeles, CA

Current employment

SEC IAPD record for Gregory Michael Fields

Wells Fargo Advisors

Regulatory AUM
$671,421,842,699
Registered advisors
14,675
Offices
5,961
Clients per advisor
90.2 (Moderate)
Average AUM per client
$507.1K (Low)
High-net-worth client ratio
49.4% (Moderate)

Wells Fargo Advisors: advisors, services and reported ETF investments

About

Gregory Michael Fields is a financial advisor at Wells Fargo Clearing Services, LLC, operating as Wells Fargo Advisors in Los Angeles, CA. Reported securities licenses include Series 66 and Series 63. The latest record indicates 9 years of industry experience and 15 years of reported work history.

Wells Fargo Advisors' firm-level Form ADV reports 14,675 advisors across 5,961 offices; approximately 90.2 clients per advisor, average assets per client of $507,052, and regulatory AUM of $671.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Wells Fargo Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

333 S Grand Ave 12th Fl, Los Angeles, CA 90071

25 advisors at this office.

Wells Fargo Advisors office in Los Angeles, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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