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RIA / WealthAdvisor18 years in industry

SCOTT PHILIP DOLSON

Advisor at WELLS FARGO ADVISORS

RADNOR, PA

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Search this name across graphsid dfx:ria:9b9ae54a-6a8b-3111-0a7c-e2982ba1a8fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 11, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 10, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 10, 2008
First registration: Sep 11, 2008
Dual registered: no
IAPD individual key: 5348342

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Jul 22, 2026	n/a	yes	RADNOR, PA	Current employment
GRANT STREET ASSET MANAGEMENT INC	Independent wealth	Jun 5, 2020	Jul 14, 2026	no	CANONSBURG, PA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jun 10, 2009	no	Hunt Valley, MD	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Sep 11, 2008	Jun 1, 2009	no	HUNT VALLEY, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRANT STREET ASSET MANAGEMENT INC	WELLS FARGO ADVISORS	Jul 14, 2026	Jul 22, 2026	8	Firm change	RIA to wirehouse
MORGAN STANLEY	GRANT STREET ASSET MANAGEMENT INC	Jun 10, 2009	Jun 5, 2020	4,013	Firm change after gap	Wirehouse to RIA
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Jul 22, 2026 to presentfactForm ADV
→ GRANT STREET ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Jun 5, 2020 to Jul 14, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jun 10, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Sep 11, 2008 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jul 14, 2026
Advisor changed firm
Scott Philip Dolson left Grant Street Asset Management Inc for Wells Fargo Advisors (registered 2026-07-22)
Form ADVobserved 4 days ago