Georg R. Wells
Professional summary
Georg Robin Wells, CPWA®, who also goes by Georg R Wells, Georg Wells, Robin Wells, G. Robin Wells, is a registered financial advisor currently at GROWE CAPITAL ADVISORS, LLC located in New Canaan, Connecticut.
Georg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Georg has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Georg Robin Wells's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022-01-27
Expire date: 2023-12-31
Experience
January 2, 2026 - Present
GROWE CAPITAL ADVISORS, LLC
Office #1: 125 Elm Street, New Canaan, CT 06840August 29, 2025 - December 31, 2025
PKS ADVISORY SERVICES, LLC
August 29, 2025 - February 24, 2026
PURSHE KAPLAN STERLING INVESTMENTS
April 22, 2019 - September 3, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 27, 2019 - September 3, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2026)
Exams
Series 7TO
Date: 3/27/2019
General Securities Representative ExaminationCurrent Firm
GROWE CAPITAL ADVISORS, LLC
CRD#: 338671 / SEC#:
Contact information
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