Marci Riddell (CRD# 6349573) is an Investment Advisor Representative working at Wells Fargo Advisors in Norwich, NY and has over 9 years of experience in the finance industry.
CRD# 2997972
Securities America Advisors, Inc.
CRD# 5065620
Milestone Consultants, Inc.
CRD# 5807031
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Wells Fargo Advisors Financial Network, LLC | Norwich, NY | Jan 2023 - Current | 1 |
Wells Fargo Clearing Services LLC | Syracuse, NY | Feb 2019 - Jan 2023 | 3 |
Edward Jones | St. Louis, MO | Aug 2017 - Jan 2019 | 1 |
Elevation LLC | Jersey City, NJ | Jan 2016 - Aug 2017 | 1 |
Sorin Capital Management | Stamford, CT | Oct 2014 - Jan 2016 | 1 |
Optima Fund Management | New York City, NY | Oct 2013 - Oct 2014 | 1 |
Optima Securities LLC | New York, NY | Oct 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2014 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- NJ
- NY
- TX
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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