Scott M Pantuso
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Scott M Pantuso? Claim your profile
Contact this firm
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 2025 to now
- PNC Capital Markets, LLCFeb 2023 to Jul 2025
- PNC BankDec 2022 to Jul 2025
- California Bank and Trust (zions)Sep 2021 to Dec 2022
- LPL Financial LLCSep 2021 to Dec 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2021
- Wells Fargo Advisors, LLC.Oct 2012 to Nov 2016
- Wells Fargo Bank NAApr 2011 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
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
- 6130927
- Firm CRD
- 19616