Mason Christopher Scott Weiler

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → Present
  Wells Fargo Clearing Services, Llc
  Marco Island, FL
• 11/2022 → Present
  Wells Fargo Bank, Na
  Marco Island, FL
• 08/2022 → 10/2022
  Sam's Club
  Miami, FL
• 07/2022 → 08/2022
  Publix
  Naples, FL
• 04/2022 → 07/2022
  Unemployed
  Jonesboro, AR
• 01/2021 → 04/2022
  Sam's Club
  Jonesboro, AR
• 12/2020 → 12/2020
  Texas Roadhouse
  Jonesboro, AR
• 11/2018 → 11/2020
  Publix
  Naples, FL
• 07/2018 → 10/2018
  Culvers
  Naples, FL
• 10/2014 → 07/2018
  Full Time Education
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-21
• S63 Uniform Securities Agent State Law Examination
  2025-01-28

Other Names

• Mason Christopherscot Weiler