BS
BS

Beth Scanlan

42 Years of Experience
Hillsborough, CA
Broker

Beth Scanlan is a registered investment advisor at Morgan Stanley, based in Hillsborough, CA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

Hillsborough, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Beth is a board member and finance committee member for Bear Creek Association, tracking reserve funds. She also volunteers with Alpine Meadows Land Trust Project, The Nueva School, and Able Works, dedicating minimal time to each.

Employment History
Current Registrations
Morgan Stanley
January 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 4 mos
Morgan Stanley
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
February 2009 - February 2016 · 7 yrs
Credit Suisse Securities (USA) LLCBroker
February 2009 - February 2016 · 7 yrs
Citigroup Global Markets INC.
July 1997 - February 2009 · 11 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - February 2009 · 15 yrs 7 mos
Lehman Brothers INC.Broker
October 1988 - July 1993 · 4 yrs 9 mos
Dean Witter Reynolds INC.Broker
January 1984 - October 1988 · 4 yrs 9 mos
State Registrations30 states
AZCACOCTDCFLGAHIIDILMAMDMIMTNCNHNJNMNVNYORPAPRTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Beth Scanlan - Financial Advisor | TrueAdvisor