Best Investors Account Sign in
Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-07
NY RA APPROVED 2026-03-10
  • TX RA
    APPROVED
    Since 2026-07-07
  • NY RA
    APPROVED
    Since 2026-03-10

Branch Locations

6403 County Road 32 , Norwich, NY 13815 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elevation Llc Jersey City NJ 01/2016 08/2017
Edward Jones St. Louis MO 08/2017 01/2019
Wells Fargo Clearing Services Llc Syracuse NY 02/2019 01/2023
Wells Fargo Advisors Financial Network, Llc Norwich NY 01/2023 03/2026
&Partners Nashville TN 03/2026 Present
Previous Registrations
Other Businesses

CHENANGO FOUNDATION POSITION: Treasurer NATURE: Sit on Chenango Foundation board which is a branch of Commerce Chenango. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/12/2026 ADDRESS: Norwich, NY 13815, United States DESCRIPTION: Help implement programs in the community to promote growth, leadership, opportunity. As Treasurer - attend quarterly meetings, review statements of financial position, aged receivables and payables and statement activities. make suggestions and provide input. MARCI LAUREN RIDDELL INC POSITION: President NATURE: S-Corp for business purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/21/2022 ADDRESS: Norwich, NY 13815, United States DESCRIPTION: S-Corp for business purposes. NORWICH WEALTH MANAGEMENT LLC POSITION: Owner NATURE: LLC ownership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: Norwich, NY 13815, United States DESCRIPTION: Act as member.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-26
S63 Uniform Securities Agent State Law Examination 2014-06-23
  • S66 Uniform Combined State Law Examination
    2019-03-26
  • S63 Uniform Securities Agent State Law Examination
    2014-06-23
Other Names
  • Marci Riddell
  • Marci Lauren Riddell

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Norwich, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor