Edward SickelCRD Number: 423217
Current Firm: Wells Fargo Clearing Services, LLC
Edward Sickel (CRD# 423217) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in East Palo Alto, CA and has over 41 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
J.p. Morgan Securities LLC
|Wells Fargo Clearing Services, LLC||Palo Alto, CA||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Palo Alto, CA||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1981|
|S65||NASAA Investment Advisors Law Examination||Feb 1995|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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