David
Colley

Waddell & Reed

CRD#4373786
Investment Advisor
in Sherman Oaks, CA

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About this Advisor

David Colley is a financial advisor based out of Sherman Oaks, California, who has been in the financial industry for 21 years. Colley currently works for Waddell & Reed. 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. Colley maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Michigan, Missouri, New Jersey, North Carolina, Pennsylvania, Rhode Island, Texas, Virginia and Washington. Waddell & Reed is a registered investment business that has its headquarters in Sherman Oaks, California. The investment advisory business has offices in 357 locations and a total of 1,700 employees. It handles $21 billion in assets under management across its 169,956 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 116 charities and foundations. Of its 169,956 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees are based on which services the firm provides the client. However, fee types charged by Waddell & Reed most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

22 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

15301 Ventura Blvd Suite 450-Bldgb
Sherman Oaks, CA 91403

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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 22 years of experience.

2015 - Present (5 years)

Friends Of The Newport Theatre Arts Center

2008 - Present (12 years)

David Colley

2005 - Present (15 years)

Bfam, LLC

2001 - Present (19 years)

Waddell And Reed, Inc

2001 - Present (19 years)

Various Insurance Carriers For W & R Insurance Agencies

1998 - Present (22 years)

Self Employed/Actor

Disclosures

David Colley has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

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Timothy Dugger
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Thomas Kanyok
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Kara Jett
Mission, KS
Tim Franck
Springfield, MO
Larry Garletts
Virginia Beach, VA
Karin Knoop
Irvine, CA
Kim Schell
Golden, CO

This content was compiled from the SEC and FINRA.

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