Scott
Stuart

Wells Fargo Clearing Services, LLC

CRD#1364270
Investment Advisor
in Portland, OR
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About this Advisor

Scott Stuart is a financial advisor operating out of Portland, Oregon, who has been in the advisory business for 11 years. Stuart is an advisor for Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Wells Fargo Clearing Services, LLC. Stuart maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to serve investors in Oregon and Texas. Wells Fargo Clearing Services, LLC is a registered investment business based in Portland, Oregon. The firm has offices in 6,557 locations and a total of 26,409 advisors. It manages $473 billion in assets under management between its 1,432,715 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 6,248 charities and foundations. Of its 1,432,715 accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC provides a diverse range 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 largely are based on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

1300 Sw 5Th Ave 15Th and 18Th Fls [Rbo]
Portland, OR 97201

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

OR Average: 458
Total Number of Accounts

1,434,106

OR Average: 33,415
Average Account Size

$302,067

OR 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 Stuart Work History

Scott has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Scott Stuart has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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