Marti
Switzer

Wells Fargo Clearing Services, LLC

CRD#4345413
Investment Advisor
in Raleigh, NC
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About this Advisor

Marti Switzer is a certified financial planner operating out of Raleigh, North Carolina, who has 12 years in the industry. Switzer is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Switzer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Wells Fargo Clearing Services, LLC is a company that has its headquarters in Raleigh, North Carolina. The company has offices in 6,557 locations and a total of 26,409 people on staff. It has $473 billion in assets among its 1,432,715 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Wells Fargo Clearing Services, LLC performs 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 for financial management usually are based on which services the firm provides the client. However, fee types charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

No

Office Location

3105 Glenwood Ave Stes 201 and 302
Raleigh, NC 27612

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

NC Average: 458
Total Number of Accounts

1,432,715

NC Average: 33,415
Average Account Size

$330,143

NC 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

Marti Switzer Work History

Marti has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 years)

Wells Fargo Advisors LLC

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2006 - 2015 (9 years)

Citigroup Global Markets Inc

Disclosures

Marti Switzer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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