Clayton
Riddell

Wells Fargo Clearing Services, LLC

CRD#4609493
Investment Advisor
in Denver, CO
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About this Advisor

Clayton Riddell is a certified financial planner working in Denver, Colorado, who has been in the advisory business for 13 years. Riddell is an employee of Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Td Waterhouse Investor Services Inc, Guardian Life Insurance Company, Park Avenue Securities, J.P. Morgan Retirement Plan Services LLC, J.P. Morgan Institutional Investments Inc, Gwfs Equities, Inc, Bank Of The West, Bancwest Investment Services and Wells Fargo Clearing Services, LLC. Riddell has Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Colorado. Wells Fargo Clearing Services, LLC is a registered investment business that has its headquarters in Denver, Colorado. The firm has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in assets under management among its 1,432,715 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% belong to high-net-worth individuals who have at least $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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 other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65, Certified Financial Planner

Years of Experience

13 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1700 Lincoln St 48Th, 49Th and 50Th Fls [Ma/Md-Rbo]
Denver, CO 80203

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

CO Average: $11,469,110,461
Total Number of Employees

26,352

CO Average: 458
Total Number of Accounts

1,434,106

CO Average: 33,415
Average Account Size

$302,067

CO Average: $343,232

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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
  • Other

Clayton Riddell Work History

Clayton has 13 years of experience.

2018 - Present (1 years)

Wells Fargo Clearing Services, LLC

2015 - 2018 (3 years)

Bank Of The West

2015 - 2018 (3 years)

Bancwest Investment Services

2014 - 2015 (1 years)

Gwfs Equities, Inc

2010 - 2011 (1 years)

Guardian Life Insurance Company

2010 - 2010 (0 years)

Park Avenue Securities

2010 - 2014 (4 years)

J.P. Morgan Retirement Plan Services LLC

2010 - 2014 (4 years)

J.P. Morgan Institutional Investments Inc

2005 - 2009 (4 years)

Td Waterhouse Investor Services Inc

Disclosures

Clayton Riddell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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