Steven McClatchey, financial advisor Granger IN
77 score

Steven McClatchey

CRD Number: 6173786
Current Firm: Wells Fargo Advisors, LLC

Steven McClatchey (CRD# 6173786) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Granger, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Ricmond, VA May 2013 - Current 3
Wells Fargo Bank Na Richmond, VA Sep 2011 - Current 5
Xanitos Hopewell, VA Aug 2010 - Jul 2011 < 1
Wells Fargo Financial South Bend, IN Apr 2010 - Aug 2010 < 1
Unemployed South Bend, IN Jan 2010 - Apr 2010 < 1
Sciele Pharma South Bend, IN Dec 2008 - Dec 2009 1
Denver Mattress Co Mishawaka, IN Aug 2008 - Nov 2008 < 1
Coldwell Banker Anchor Real Estate South Bend, IN Dec 2006 - Jul 2008 1
Indiana Health Center South Bend, IN Jul 2007 - Feb 2008 < 1
Enterprise Rent A Car South Bend, IN May 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Jul 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Steven D. McClatchey
Phone Number: 314-875-3000
Registered State(s):
  • IN
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
77

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