CM
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Chris Mccrary
33 Years of Experience
Los Gatos, CA
3 DisclosuresBroker
Chris Mccrary is a registered investment advisor at Wells Fargo Advisors, based in Los Gatos, CA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
20 S Santa Cruz Ave, [Satellite], Los Gatos, CA, 95030
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
June 2021Customer Dispute
November 2003Settled
Customer Dispute
December 1997Closed-No Action
Employment History
Current Registrations
Wells Fargo Advisors
February 2013 - Present · 13 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
September 2007 - January 2013 · 5 yrs 4 mos
UBS Financial Services INC.Broker
September 2007 - January 2013 · 5 yrs 4 mos
Citigroup Global Markets INC.
July 1997 - September 2007 · 10 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1993 - September 2007 · 14 yrs 2 mos
Lehman Brothers INC.Broker
December 1992 - July 1993 · 7 mos
State Registrations25 states
AZCACODEFLGAIDILINMAMDMIMONCNVNYOKORPARISCTXUTWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.