Wendell Henry Estep

Employer firm

Signaturefd, LLC CRD 112758

$9.68B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Atlanta, GA
• 08/2013 → 05/2017
  The Citadel
  Charleston, SC
• 01/2021 → 01/2021
  Goldman Sachs & Co. Llc
  New York, NY
• 02/2021 → 12/2023
  Signaturefd, Llc
  Atlanta, GA
• 01/2024 → Present
  Signaturefd, Llc
  Atlanta, GA

Previous Registrations

• 2018-02-15 → 2021-02-03
  Goldman Sachs Wealth Services, L.P.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2018-02-12

Designations

• Certified Financial Planner

Other Names

• Hank Estep
• Wendell Estep