William Scott Perez

Investment adviser representative at Wells Fargo Advisors

12 yearsExperience

2 statesRegistered in

$671.4BFirm assets

36 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

These describe the firm as a whole, not only this advisor.

12 years in the industry.

Registered as an investment adviser representative in 2 states (NY, TX).

Legal name: Wells Fargo Clearing Services, LLC

$671.4BAssets managed

1,324,168Clients

14,661Advisers

36 yearsIn business

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.