Scott Metzger

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
  Fort Myers, FL
• 11/2016 → 07/2023
  Wells Fargo Clearing Services, Llc
  Fort Myers, FL
• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fort Myers, FL

Previous Registrations

• 2003-07-01 → 2023-07-20
  Wells Fargo Clearing Services, Llc
  Fort Myers, FL
  Fort Myers, FL
  Fort Myers, FL
• 1997-01-03 → 2003-07-01
  Prudential Equity Group, Llc
  Ft Myers, FL

Other Businesses

WMMG WEALTH MANAGEMENT GROUP, LLC; INV. RELATED; FT. MYERS,FL; 16.6% OWNERSHIP; START DATE 07/21/2023; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 1; FINET PRACTICE.; METZGER WEALTH MANAGEMENT, INV RELATED, FT. MYERS, FL, 100% OWNERSHIP, START: 7/21/2023, 4 HOURS A MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-17
• S63 Uniform Securities Agent State Law Examination
  1993-01-11

Other Names

• Scott Raymond Metzger