Raymond James & Associates
46yrs
Top advisor by experience in West Nyack
13yrs
Greg Bauer
Financial advisor at Wells Fargo Advisors
Greg Bauer has worked in the financial industry for 13 years and is a fiduciary financial advisor based in West Nyack, New York. Greg joined Wells Fargo Advisors in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 39 advisors with offices in West Nyack, and one of 36 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office2 Crosfield Ave Suite 105, West Nyack, NY 10994
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
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.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Contact Greg
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Greg. 2 Crosfield Ave Suite 105West Nyack, NY 10994Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Greg
Tailored to Greg’s registration and firm.
- 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 Greg
How do I contact Greg?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Greg Bauer. Greg works from the West Nyack, NY office.
How long has Greg been a financial advisor?
Greg has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Greg hold?
Series 66. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Greg 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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