Raymond James Financial Services Advisors
45yrs
Top advisor by experience in Roswell
34yrs
Based in Roswell, Georgia, Gregory Wade is a fiduciary financial advisor with 34 years of industry experience. Gregory has been with Wells Fargo Advisors since 2003. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 152 advisors with offices in Roswell, and one of 134 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in Georgia
Office10825 Alpharetta Hwy 3rd Floor, Roswell, GA 30076
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Gregory’s local office at (770) 640-1400 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Gregory Wade.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1992, about 34 years. Top 9% by experience in Georgia.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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