David
Colley

Waddell & Reed

CRD#4373786
Investment Advisor
in Torrance, CA
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About this Advisor

David Colley is an advisor in Torrance, California. Currently an advisor with Waddell & Reed, Colley has 20 years of work experience as a financial advisor. Colley has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Colley can serve investors based out of California, Colorado, Connecticut, Georgia, Illinois, Louisiana, New Jersey, New Mexico, Virginia, Washington, Texas, Florida, Michigan, Missouri, North Carolina, Pennsylvania and Rhode Island. Throughout their career, Colley has worked at Waddell And Reed, Inc, Self Employed/Actor, Various Insurance Carriers For W & R Insurance Agencies, Bfam, LLC, David Colley and Friends Of The Newport Theatre Arts Center. Waddell & Reed is based out of Torrance, California, and operates out of 357 other brick-and-mortar locations in the country. In total, Waddell & Reed oversees $22 billion in assets throughout 153,672 client accounts and retains more than 2,000 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 4,082 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Waddell & Reed can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

3625 Del Amo Blvd. Suite 360
Torrance, CA 90503

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

CA Average: $2,243,162,756
Total Number of Employees

1,700

CA Average: 44
Total Number of Accounts

169,956

CA Average: 4,091
Average Account Size

$124,780

CA Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

David Colley Work History

David has 20 years of experience.

2015 - Present (4 years)

Friends Of The Newport Theatre Arts Center

2008 - Present (11 years)

David Colley

2005 - Present (14 years)

Bfam, LLC

2001 - Present (18 years)

Waddell And Reed, Inc

2001 - Present (18 years)

Various Insurance Carriers For W & R Insurance Agencies

1998 - Present (21 years)

Self Employed/Actor

Disclosures

David Colley has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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