Wyatt
Priddle
Wells Fargo Investment Institute, Inc
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About this Advisor
Wyatt Priddle is a financial advisor working in Charlotte, North Carolina with 1 year of industry experience. Priddle is on the advisory team at Wells Fargo Investment Institute, Inc. Their career trajectory has included roles at First Citizens Asset Management, Cv-Advisors, Wells Fargo Investment Institute, Inc, South State Bank, South Carolina State Treasurer, Wells Fargo, Synovus and Mri. Priddle maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in North Carolina. Wells Fargo Investment Institute, Inc is a registered investment firm headquartered in Charlotte, NC. The investment advisory business has offices in 38 locations and a total of 264 employees. It administers $38 billion in assets under management between its 24,240 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 289 charities and foundations. Of its 24,240 accounts, 94% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management typically vary depending on which services are provided. However, fee types billed by Wells Fargo Investment Institute, Inc likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$38,123,578,794
264
24,240
$1,572,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Wyatt Priddle Work History
Wyatt has been registered as a financial advisor for 1 years.*
Wells Fargo Investment Institute, Inc
Mri
Synovus
South Carolina State Treasurer
Wells Fargo
South State Bank
First Citizens Asset Management
Cv-Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wyatt Priddle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wells Fargo Investment Institute, Inc
Charlotte, NC
Beverly Hills, CA
Dallas, TX
Charlotte, NC
Denver, CO
Jacksonville, FL
Charlotte, NC
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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