Scott Philip Dolson
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2026 to now
- Grant Street Asset Management, Inc.Jun 2020 to Jul 2026
- MellonFeb 2018 to May 2020
- Mbsc Securities CorporationMay 2011 to May 2020
- The Bank of New York MellonMay 2011 to May 2020
- Mellon Capital ManagementMay 2011 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 5348342
- Firm CRD
- 19616