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Gerard Scorziello

35 Years of Experience
Chatham, NJ
1 DisclosureBroker

Gerard Scorziello is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

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.

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Location

26 Main St, Ste 101, Chatham, NJ, 07928

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History

Regulatory History (1)
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Judgment / Lien
June 2003
Other Business Activities

Gerard is a notary public, a board member for the City of Clifton Board of Adjustment, a wine consultant for Flow Wine Group, and owns 100% of Scorziello Financial Group, LLC. He spends nearly full-time on Scorziello Financial Group, LLC, minimal time as a notary public, a few hours per week as a board member, and a few hours per week as a wine consultant.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - September 2022 · 14 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2022 · 14 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
August 2005 - January 2008 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.
August 2005 - January 2008 · 2 yrs 5 mos
Morgan Stanley
July 2002 - August 2005 · 3 yrs 1 mo
Morgan Stanley Dw INC.Broker
October 1990 - August 2005 · 14 yrs 10 mos
State Registrations10 states
CAFLMAMENCNJNVNYPATX
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.
Gerard Scorziello - Financial Advisor | TrueAdvisor