Brian Scott Edgar

CRD 2512525 · Wells Fargo Advisors · Palm Beach Gardens, FL

IA RegisteredBroker

Also appears in the source record as: Brian S Edgar

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (27): Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Indiana · Maine · Maryland · Massachusetts · Michigan · Missouri · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2512525 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (11)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Palm Beach Gardens, FL · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Palm Beach Gardens, FL · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Palm Beach Gardens, FL · IA capacity

start not retrieved → present
Ubs Financial Services Inc.
Birmingham, MI · IA capacity

May 16, 2008 → Oct 9, 2020
Ubs Financial Services Inc.
Birmingham, MI · BC capacity

May 16, 2008 → Oct 9, 2020
J. P. Morgan Securities Inc.
Detroit, MI · IA capacity

Sep 27, 2006 → May 21, 2008
J.P. Morgan Securities Inc.
Detroit, MI · BC capacity

Jul 1, 2006 → May 21, 2008
Jpmorgan Securities Inc
Bloomfield Hills, MI · IA capacity

Feb 1, 1999 → Sep 27, 2006
Banc One Securities Corporation
Bloomfield Hills, MI · BC capacity

Feb 1, 1999 → Jul 1, 2006
First Chicago Nbd Investment Services, Inc.
Chicago, IL · BC capacity

Sep 27, 1996 → Feb 1, 1999
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Aug 10, 1994 → Sep 6, 1996

Source & corrections

Where this page comes from

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