Scott
Wallace

Wells Fargo Clearing Services, LLC

CRD#4144764
Investment Advisor
in Vero Beach, FL
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About this Advisor

Scott Wallace is a financial advisor working in Vero Beach, Florida, who has been in the advisory business for 10 years. Wallace is an employee of Wells Fargo Clearing Services, LLC. Throughout their career, Wallace has worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wallace holds a Series 63 license, certifying them as a securities broker, and can advise clients in Florida. Wells Fargo Clearing Services, LLC is a financial advisory business headquartered in Vero Beach, Florida. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in assets under management between its 1,432,715 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Wells Fargo Clearing Services, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3545 Ocean Dr
Vero Beach, FL 32963

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

FL Average: $11,469,110,461
Total Number of Employees

26,352

FL Average: 458
Total Number of Accounts

1,434,106

FL Average: 33,415
Average Account Size

$302,067

FL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Scott Wallace Work History

Scott has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Scott Wallace has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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