Scott Brecher Warner
Investment adviser representative at Wells Fargo Investment Institute, Inc.
10 yearsExperience
1 stateRegistered in
$43BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Wells Fargo Investment Institute, Inc.Sep 2024 to now
- UnemployedMar 2023 to Sep 2024
- Nuveen Asset Management, LLCAug 2020 to Mar 2023
- Nuveen Securities, LLCAug 2020 to Mar 2023
- NuveenMar 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2741289
- Firm CRD
- 133204