Carol Ramsdell is a registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1640 Penfield Rd, Ste 100, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carol has 100% ownership in Carol Ramsdell Inc and 6.5% ownership in Cornerstone Wealth Management. She also works as a Notary Public, spending minimal time on each activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
First Albany CorporationBroker
Essex Capital Markets, INC.Broker
State Registrations32 states
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