SB
SB

Scott Barr

38 Years of Experience
Winter Park, FL
Broker

Scott Barr is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 38 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

250 Park Avenue South, Suite 500, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Scott is the manager of Campaholics, LLC, an e-commerce gift sales business, since 2018. He spends about 10-20% of his time on operation, website management, advertising, and business management.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
December 2018 - September 2023 · 4 yrs 9 mos
E*trade Securities LLCBroker
December 2018 - September 2023 · 4 yrs 9 mos
Scottrade Investment Management
March 2017 - March 2018 · 1 yr
Scottrade, INC.Broker
July 1995 - March 2018 · 22 yrs 8 mos
Charles Schwab & CO., INC.Broker
November 1993 - June 1995 · 1 yr 7 mos
Scudder Investor Services, INC.Broker
June 1993 - September 1993 · 3 mos
National Financial Services CorporationBroker
August 1991 - September 1992 · 1 yr 1 mo
Fidelity Brokerage Services, INC.Broker
November 1989 - May 1991 · 1 yr 6 mos
C.A. Atlantic Securities, INC.Broker
July 1989 - November 1989 · 4 mos
American Express Financial Advisors INC.Broker
October 1987 - June 1989 · 1 yr 8 mos
National Financial Services CorporationBroker
October 1984 - June 1987 · 2 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.