Scott Trueman
Scott Trueman is a registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 30 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
200 N Westlake Blvd, Ste 202, Westlake Village, CA, 91362
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2021Customer Dispute
December 2018Other Business Activities
Scott is a landlord for rental property owned by a trust, dedicating minimal time. He also owns Sat Wealth Inc., spending full-time hours on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wm Financial Services, INC.Broker
Norwest Investment Services, INC.Broker
Mony Securities CORP.Broker
State Registrations12 states
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
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