Morgan Stanley
47yrs
Top advisor by experience in New York
40yrs
Scott Workman
Financial advisor at Wells Fargo Advisors
Scott Workman has worked in the financial industry for 40 years and is a fiduciary financial advisor based in New York, New York. Scott has been with Wells Fargo Advisors since 2024; before that, Scott spent two years at Citigroup Global Markets. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top 3% by experience in New York
Office767 5th Ave 33rd Floor [Y5-Rbo], New York, NY 10153
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2022 – 2024Citigroup Global Markets Inc.Previously
- Mar 2021 – Oct 2021Wells Fargo Clearing Services, LLCPreviously
- 2017 – 2020Wells Fargo Clearing Services, LLCPreviously
Contact Scott
Local office(212) 214-3972Ask for Scott. (314) 875-3000Main office · St. Louis, MO 767 5th Ave 33rd Floor [Y5-Rbo]New York, NY 10153Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Scott’s local office at (212) 214-3972 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Scott Workman.
How long has Scott been a financial advisor?
Scott has been in the industry since 1987, about 40 years. Top 3% by experience in New York.
What licenses does Scott hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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