Samantha
Ediger

Wells Fargo Clearing Services, LLC

CRD#2202058
Investment Advisor
in Denver, CO
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About this Advisor

Samantha Ediger is a certified financial planner operating out of Denver, Colorado, who has been in the advisory business for 10 years. Ediger is an advisor for Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Ediger has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Wells Fargo Clearing Services, LLC is a financial advisory business based in Denver, Colorado. It has offices in 6,557 locations and a total of 26,409 financial advisors. It manages $473 billion in assets among its 1,432,715 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as 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 largely are based on which services the firm provides the client. Fees charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

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

Years of Experience

10 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

Samantha Ediger Work History

Samantha has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2008 - 2011 (3 years)

Wells Fargo Investments, LLC

Disclosures

Samantha Ediger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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