Gregory Creel has been an investment adviser representative at Financial & Tax Architects since November 2024, and is not listed among the firm’s executive officers or direct owners.
Financial & Tax Architects, LLC is a St. Louis, MO firm with $506M under management, 1,574 clients and 40 advisers across 22 offices, as of its June 2026 filing.
Gregory Creel’s longest registration was 5 years at Wells Fargo Clearing Services, LLC (2018–2024). Before joining Financial & Tax Architects in 2024, Gregory Creel was registered through Wells Fargo Clearing Services, LLC and Scottrade Investment Management.
- – present · 1 yearFranklin, TN · Adviser representative · Firm CRD 119169
- Wells Fargo Clearing Services, LLC– · 5 yearsHermitage, TN · Adviser representative · Firm CRD 19616
- Scottrade Investment Management– · under a yearSaint Louis, MO · Adviser representative · Firm CRD 169988
Investment adviser representative registrations
Gregory Creel is registered as an investment adviser representative in Tennessee, since November 2024.
- TennesseeSince 14 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 22 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 April 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 2015 |
| Series 7 | General Securities Representative Examination | 31 July 2015 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Scott Creel
- CRD
- 6460752
- Firm
- Financial & Tax Architects · CRD 119169
- Office
- 2550 Meridian Blvd., Suite 200, Franklin, TN 37067
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Creel work?
Gregory Creel is an investment adviser representative registered through Financial & Tax Architects, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Creel a financial advisor?
Yes. Gregory Creel has a current investment-adviser registration in Tennessee, through Financial & Tax Architects since November 2024.
How many years of experience does Gregory Creel have?
Gregory Creel has 10 years in the financial industry, since August 2016, across 3 adviser firms.
What exams has Gregory Creel passed?
Gregory Creel has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 6TO. The earliest, the Series 7, was passed in July 2015. FINRA credited Gregory Creel with the SIE, which began in October 2018.
Where did Gregory Creel work before Financial & Tax Architects?
Before Financial & Tax Architects, Gregory Creel was registered through Wells Fargo Clearing Services, LLC, July 2018 to March 2024; Scottrade Investment Management, April 2017 to March 2018.
Where is Gregory Creel based?
Gregory Creel’s registered office is in Franklin, TN.
Is Gregory Creel registered with FINRA?
No. Gregory Creel has no current broker registration.
How can I verify Gregory Creel’s record?
Search CRD 6460752 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Creel’s full registration record.
David BrooksChief Executive Officer
Gordon HaavePresident and Chief Investment Officer- Paul FelschChief Compliance Officer & Legal Counsel