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Marci Riddell

9 Years of Experience
Norwich, NY
Broker

Marci Riddell is a registered investment advisor at Wells Fargo Advisors, based in Norwich, NY, with 9 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

6403 County Road 32, Norwich, NY, 13815

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marci has several investment-related activities, including 100% ownership in Marci Lauren Riddell Inc, 13% ownership in Norwich Wealth Management LLC, and serving as treasurer for Chenango Foundation and board member for Development Chenango Corporation. She also acts as executor for her deceased parents' estates, dedicating minimal time to each of these activities.

Employment History
Current Registrations
&partnersBroker
March 2026 - Present · 2 mos
&partners
March 2026 - Present · 2 mos
Wells Fargo Advisors Financial Network, LLC
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2019 - January 2023 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
March 2019 - January 2023 · 3 yrs 10 mos
Edward JonesBroker
August 2017 - January 2019 · 1 yr 5 mos
Elevation, LLCBroker
August 2016 - August 2017 · 1 yr
State Registrations28 states
ARAZCACOCTDCFLGAILMAMDMEMINCNHNJNMNVNYOHOKPARISCUTVAVTWA
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.