Scott Hafler, financial advisor Dewitt NY
93 score

Scott Hafler

CRD Number: 5424739
Current Firm: Wells Fargo Advisors, LLC

Scott Hafler (CRD# 5424739) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Dewitt, NY and has over 9 years of experience in the finance industry.

Similar Advisors
Kevin Visconti, financial advisor Dewitt NY
Kevin A. Visconti
CRD# 5229301
Cadaret Grant & Co Inc.
Score
100
Similar Advisors
Thomas Baker, financial advisor Dewitt NY
Thomas F. Baker
CRD# 5626986
Wells Fargo Advisors Financial Network, LLC
Score
96
Similar Advisors
Richard Bergen, financial advisor Dewitt NY
Richard L. Bergen
CRD# 1286588
Cadaret Grant & Co Inc.
Score
96
Company Name Location Dates Years
Wells Fargo Advisors LLC Syracuse, NY May 2009 - Current 7
Wachovia Securities Syracuse, NY Sep 2007 - May 2009 1
Unemployment Syracuse, NY Jan 2007 - Sep 2007 < 1
Time Warner Cable Syracuse, NY Apr 1996 - Jan 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Scott M. Hafler
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Scott Hafler and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.