Scott Daniel Delity

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

• 12/2017 → 08/2018
  Wells Fargo Bank, Na
  Houston, TX
• 01/2018 → 08/2018
  Wells Fargo Clearing Services, Llc
  Houston, TX
• 04/2016 → 09/2017
  Charles Schwab & Co., Inc.
  Houston, TX
• 10/2015 → 09/2017
  Charles Schwab Bank
  Houston, TX
• 10/2017 → 12/2017
  Unemployed
  Houston, TX
• 08/2019 → Present
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 08/2018 → 08/2019
  Wells Fargo Bank
  Seal Beach, CA

Previous Registrations

• 2018-01-30 → 2018-07-31
  Wells Fargo Clearing Services, Llc
  Houston, TX
  Houston, TX
• 2014-10-24 → 2017-09-11
  Charles Schwab & Co., Inc.
  Houston, TX
  Menlo Park, CA
• 2013-12-06 → 2014-10-07
  Wells Fargo Clearing Services, Llc
  College Station, TX
  San Antonio, TX
  San Mateo, CA
  Palo Alto, CA
  Bryan, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-06
• S63 Uniform Securities Agent State Law Examination
  2013-11-11

Other Names

• Scott Delity
• Scott Daniel Delity