Shawn Gruver is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in El Segundo, CA, with 23 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
2141 Rosecrans Ave Ste 4100, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn is a 50% owner of a royalty stream from his father's book since 2016, requiring minimal time and no duties. He is also involved in hybrid control and motion planning of dynamical legged locomotion in Hoboken, which is not investment-related.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations28 states
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Exams
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