Adviser and broker representative · Wells Fargo Clearing Services, LLC

Scott A. Treloar

CRD 6542128 · Franklin, TN

At a glance

Scott A. Treloar is an investment adviser representative with Wells Fargo Clearing Services, LLC in Franklin, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Scott’s SEC record dates to 2020, about 6 years ago. Scott is also registered as a broker representative.

Current advisory firm

Wells Fargo Clearing Services, LLCSince June 2020Franklin, TN · $671B in regulatory assets

SEC adviser record

Registered since: 2020 (6 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 3 states
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Scott’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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