Wendy Markey
Wendy Markey is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 30 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
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business Activities
Wendy is an officer (Vice President) at The Stewrt Markey Group since 2009, dedicating about half her time to overseeing all aspects of the business. Wendy also has 33.33% ownership in a rental property since June 2024, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations17 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.