SG
SG

Scott Goodkind

39 Years of Experience
Orlando, FL
Broker

Scott Goodkind is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 39 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
Loading...

Location

201 East Pine Street 11th Floor, Orlando, FL, 32801

Get directions

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.

Learn about disclosures →
Other Business Activities

Scott owns multiple rental properties in Florida, starting in 2009. He dedicates minimal time to these landlord duties.

Employment History
Current Registrations
Morgan Stanley
June 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
June 2014 - Present · 12 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2003 - June 2014 · 10 yrs 11 mos
Wells Fargo Advisors, LLCBroker
July 2003 - June 2014 · 10 yrs 11 mos
Prudential Securities IncorporatedBroker
September 2000 - July 2003 · 2 yrs 10 mos
Prudential Securities Incorporated
September 2000 - July 2003 · 2 yrs 10 mos
Dean Witter Reynolds INC.Broker
July 1990 - September 2000 · 10 yrs 2 mos
Prudential-Bache Securities INC.Broker
March 1989 - July 1990 · 1 yr 4 mos
A. G. Edwards & Sons, INC.Broker
January 1987 - March 1989 · 2 yrs 2 mos
First Investors CorporationBroker
January 1986 - June 1986 · 5 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Scott Goodkind - Financial Advisor | TrueAdvisor