GW
GW
Grady West
17 Years of Experience
St. Louis, MO
2 DisclosuresBroker
Grady West is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103
Get directionsHistory
Regulatory History (2)
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Regulatory
August 2000Final
Criminal
December 1988Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2009 - June 2023 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - June 2023 · 14 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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
No exam information available for this advisor.