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Advisors / Utah / Cottonwood Heights
32yrs

Scott Cunningham

Financial advisor at Wells Fargo Advisors

Based in Cottonwood Heights, Utah, Scott Cunningham is a fiduciary financial advisor with 32 years of industry experience. Scott has been with Wells Fargo Advisors since 2022; before that, Scott spent two years at Morgan Stanley and two years at Morgan Stanley & Co.. 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 132 advisors with offices in Cottonwood Heights, and one of 128 fiduciaries.

Cottonwood Heights, UT 84047Top 8% by experience in UtahFiduciary advisor

At a glance

Experience32 years (since 1995)
How that compares ?Top 8% by experience in Utah
Office6985 S Union Park Center Suite 170, Cottonwood Heights, UT 84047
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
  2. 2011 – 2022
  3. Jun 2009 – May 2011
    Morgan StanleyPreviously
  4. 2007 – 2009
    Morgan Stanley & Co. LLCPreviously
  5. 1997 – 2007
    Morgan Stanley DW Inc.Previously

Questions to ask Scott

Tailored to Scott’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Wells Fargo Advisors at (314) 875-3000 and ask for Scott Cunningham. Scott works from the Cottonwood Heights, UT office.

How long has Scott been a financial advisor?

Scott has been in the industry since 1995, about 32 years. Top 8% by experience in Utah.

What licenses does Scott hold?

Series 63, Series 65. 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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