• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
GERALD ROBERT FREITAG
JERRY FREITAG
CRD#: 1095209
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 11025 401 BROADHOLLOW RD
MELVILLE, NY 11747
Registration History
198519901995200020052010201520202025IAWELLS FARGO ADVISORS (CRD# 11025)2022 - Present (2 years)BWELLS FARGO ADVISORS FINANCIAL... (CRD# 11025)2011 - Present (13 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2006 - 2011 (4 years)BBNY INVESTMENT CENTER INC. (CRD# 47683)2003 - 2006 (3 years)BUBS PAINEWEBBER INC. (CRD# 8174)1998 - 2003 (4 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)1994 - 1998 (4 years)BGNA SECURITIES, INC. (CRD# 10465)1991 - 1994 (3 years)BLIBERTY SECURITIES CORPORATION (CRD# 14416)1991 - 1991 (<1 year)BGRIFFIN FINANCIAL SERVICES (CRD# 10823)1988 - 1991 (2 years)BINVESTACORP, INC. (CRD# 7684)1988 - 1988 (<1 year)BPORTFOLIO EDGE SECURITIES, INC. (CRD# 18494)1987 - 1988 (1 year)BINVESTACORP, INC. (CRD# 7684)1986 - 1987 (1 year)BFIRST INVESTORS CORPORATION (CRD# 305)1983 - 1985 (2 years)IACHASE INVESTMENT SERVICES CORP. (CRD# 25574)2007 - 2011 (4 years)
Disclosure(s)
View By:
4/12/2007
Customer Dispute
Settled
License(s)

State Registrations

B
California 10/22/2012

B
New Jersey 8/10/2011

B
Delaware 8/12/2015

B
New York 8/10/2011

B
Florida 8/10/2011

IA
New York 5/18/2022

B
Georgia 4/26/2022

B
North Carolina 11/9/2021

B
Louisiana 4/10/2017

B
Virginia 6/14/2018

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:11025)
401 BROADHOLLOW RD, MELVILLE, NY 11747
Registered with this firm since 5/18/2022

B
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025)
401 BROADHOLLOW RD, MELVILLE, NY 11747
Registered with this firm since 8/10/2011

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/09/2007 - 02/01/2011 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) NEW YORK, NY
B
10/04/2006 - 02/01/2011 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) NEW YORK, NY
B
05/16/2003 - 10/04/2006 BNY INVESTMENT CENTER INC. (CRD#:47683) NEW YORK, NY
B
12/03/1998 - 05/14/2003 UBS PAINEWEBBER INC. (CRD#:8174) WEEHAWKEN, NJ
B
06/07/1994 - 12/22/1998 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) CHICAGO, IL
B
05/01/1991 - 05/31/1994 GNA SECURITIES, INC. (CRD#:10465) GLEN ALLEN, VA
B
02/14/1991 - 04/22/1991 LIBERTY SECURITIES CORPORATION (CRD#:14416) PURCHASE, NY
B
10/24/1988 - 01/24/1991 GRIFFIN FINANCIAL SERVICES (CRD#:10823)
B
08/04/1988 - 10/17/1988 INVESTACORP, INC. (CRD#:7684)
B
03/12/1987 - 07/01/1988 PORTFOLIO EDGE SECURITIES, INC. (CRD#:18494)
B
02/18/1986 - 03/04/1987 INVESTACORP, INC. (CRD#:7684)
B
02/22/1983 - 12/05/1985 FIRST INVESTORS CORPORATION (CRD#:305)
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.