Donna Scallo, financial advisor Marlboro NJ
93 score

Donna Scallo

CRD Number: 1344981
Current Firm: Wells Fargo Advisors, LLC

Donna Scallo (CRD# 1344981) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Marlboro, NJ and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Marlboro, NJ Aug 2015 - Current 1
Wells Fargo Bank, Na Marlboro, NJ Jul 2015 - Current 1
Santander Securities LLC Guaynabo, PR Sep 2012 - Aug 2015 2
Sovereign Bank Freehold, NJ Jun 2012 - Jul 2015 3
Lpl Manalapan, NJ Aug 2012 - Sep 2012 < 1
Pnc Bank Manalapan, NJ Jan 2012 - Aug 2012 < 1
Pnc Investments Manalapan, NJ Jan 2012 - Jun 2012 < 1
Mid Atlantic Benefit Strategies Wall, NJ Aug 2005 - Jan 2012 6
Mid-atlantic Resource Group Wall, NJ Jul 2005 - Jan 2012 6
Minnesota Life Insurance Company St. Paul, MN Jul 2005 - Jan 2012 6
Securian Financial Services, Inc. St. Paul, MN Jul 2005 - Jan 2012 6
Mid Atlantic Insurance Solutions Wall, NJ Aug 2005 - Jan 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Donna M. Scallo
Phone Number: 314-875-3000
Registered State(s):
  • NJ
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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