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Owen Scanlon is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 41 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
14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254
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Regulatory History (1)
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Customer Dispute
April 2002Settled
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - November 2018 · 9 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1992 - March 2009 · 16 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1988 - March 2009 · 20 yrs 6 mos
Kidder, Peabody & CO. IncorporatedBroker
July 1984 - September 1988 · 4 yrs 2 mos
State Registrations34 states
AKALAZCACOCTFLGAHIIAIDILKYMAMDMIMOMTNJNMNVNYOHOKORPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.