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Wendell Henry Estep

Signaturefd, LLC

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About Wendell Henry Estep

Wendell Henry Estep is a financial advisor currently affiliated with SignatureFD, LLC. Wendell Estep has been in the financial industry since July 2017. Wendell Estep has held previous positions with Goldman Sachs & Co. LLC, Mercer Allied Company, L.P. and The Ayco Company, L.P./Mercer Allied. Wendell Estep is registered with the state of North Carolina. Wendell Estep has passed the SIE, Series 7, and Series 66 exams. Wendell Estep holds the designation of Certified Financial Planner.

Firm Information

Wendell Estep is currently registered with Signaturefd, LLC. Signaturefd, LLC is an investment advisor located in Atlanta, Georgia. They offer a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Signaturefd, LLC manages approximately $7.24 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their website and social media platforms provide additional information about their services and the firm's expertise.
Signaturefd, LLC

1230 PEACHTREE STREET, NE

ATLANTA, GA 30309

$7.25B

Assets Under Management

21

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wendell Estep’s Registration & Firm History

NC

01/26/2024 - Present

Signaturefd, LLC (Charlotte NC)

GA

01/04/2021 - 02/22/2021

GOLDMAN SACHS & CO. LLC (ATLANTA GA)

GA

01/02/2018 - 01/04/2021

MERCER ALLIED COMPANY, L.P. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 02/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wendell Henry Estep.
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