Gerard Mark Scorziello

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Short Hills, NJ
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Chatham, NJ

Previous Registrations

• 2008-01-01 → 2022-09-02
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
  Short Hills, NJ
• 2005-08-17 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Short Hills, NJ
  Short Hills, NJ
  St. Louis, MO
• 2002-07-18 → 2005-08-29
  Morgan Stanley Dw Inc.
  Fairfield, NJ

Other Businesses

NOTARY PUBLIC, NOT INVESTMENT RELATED, CLIFTON, NJ, START: 11/17/15, LESS THAN 1 HOUR/MONTH, LESS THAN 1 HOUR DURING TRADING, NOTARIZE DOCUMENTS. CITY OF CLIFTON BOARD OF ADJUSTMENT; NOT INV. RELATED; CLIFTON, NJ; BOARD MEMBER; START DATE 1/2021; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, REVIEW AND ACCEPT OR REJCT BUILDING PERMITS. FLOW WINE GROUP; NOT INV. RELATED; BALTIMORE,MD; WINE CONSULTANT; START DATE 01/05/2019; NUMBER OF HOURS PER MONTH 6; NUMBER OF HOURS DURING TRADING 0; ATTENDING WINE TASTING EVENTS,POURING WINE,AND SHARING MY KNOWLEDGE AND EXPERTISE. SCORZIELLO FINANCIAL GROUP, LLC; INV. RELATED; CLIFTON,NJ; 100% OWNERSHIP; START DATE 09/02/2022; NUMBER OF HOURS PER MONTH 150; NUMBER OF HOURS DURING TRADING 150; TRANSITIONING TO FINET PRACTICE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-10-11