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Scott Zagurski

Wells Fargo Advisors
38 Years of Experience
Naperville, IL
2 DisclosuresBroker
View SEC Summary
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Scott Zagurski is a registered investment advisor at Wells Fargo Advisors, based in Naperville, IL, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

2056 Westings Avenue, Ste 540, Naperville, IL, 60563

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Settled
Customer Dispute
October 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Scott has ownership stakes in Great Lakes Asset Management LLC (12.5%) and Scott Zagurski LLC (100%). He dedicates a full-time workload to each entity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2006 - April 2023 · 16 yrs 11 mos
Wells Fargo Clearing Services, LLC
May 2006 - April 2023 · 16 yrs 11 mos
Citigroup Global Markets INC.
October 1999 - May 2006 · 6 yrs 7 mos
Citigroup Global Markets INC.Broker
September 1999 - May 2006 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1987 - September 1999 · 12 yrs 1 mo
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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