Stephen Ledyard
Stephen Ledyard is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 32 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
6991 E Camelback Rd, Ste D200, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business Activities
Stephen has 100% ownership of Balata, LLC since April 2023, which is investment-related. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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