David Wells has been President and Managing Director of Greycourt since December 2024, is a control person of the firm and directly owns between 10% and 25% of it. David Wells studied at Wake Forest University.
Greycourt LLC is a Pittsburgh, PA firm with $6.61B under management, 44 clients and 19 advisers across 4 offices, as of its August 2026 filing.
David C Wells Jr is Managing Director of Greycourt, a member of its advisory team and of its management and investment committees. As a senior client advisor, he advises wealthy families and institutional clients on investment strategy and portfolio construction. Before Greycourt, he was CEO and founder of Family Capital Strategy (FCS), a consulting firm to ultra-high net worth families based in Nashville.
- Woodmont Investment Counsel, LLC– · 2 yearsNashville, TN · Adviser representative · Firm CRD 109779
Professional designations
Listed by Greycourt
- CFA®
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 August 2016 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 17 January 2007 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 21 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 December 2006 |
| Series 7 | General Securities Representative Examination | 13 November 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Christopher Wells
- CRD
- 4808556
- Firm
- Greycourt · CRD 111936
- Role
- President and Managing Director
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greycourt.com
Where does David Wells work?
David Wells has been President and Managing Director of Greycourt LLC since December 2024, and is a control person of the firm.
Does David Wells have a current investment-adviser registration?
David Wells has no current investment-adviser or broker registration.
What exams has David Wells passed?
David Wells has passed 5 licensing exams: the Series 7, Series 63, Series 87, Series 86 and Series 65. The earliest, the Series 7, was passed in November 2006.
Where was David Wells previously registered as an investment adviser?
David Wells has past investment-adviser registrations through Woodmont Investment Counsel, LLC, August 2016 to July 2019, across 1 firm.
Is David Wells registered with FINRA?
No. David Wells has no current broker registration.
Is David Wells a CFA charterholder?
Greycourt lists David Wells with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify David Wells’ record?
Search CRD 4808556 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Wells’ full registration record.
