SM
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Scott Mcveigh

38 Years of Experience
Bend, OR
Broker

Scott Mcveigh is a registered investment advisor at Morgan Stanley, based in Bend, OR, 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

705 SW Bonnett Way, Suite 1200, Bend, OR, 97702

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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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Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
Morgan Stanley
March 2006 - April 2007 · 1 yr 1 mo
Wachovia Securities, LLC
February 2000 - April 2006 · 6 yrs 2 mos
Wachovia Securities, LLCBroker
July 1998 - April 2006 · 7 yrs 9 mos
Prudential Securities IncorporatedBroker
September 1993 - July 1998 · 4 yrs 10 mos
Smith Barney Shearson INC.Broker
July 1993 - September 1993 · 2 mos
Lehman Brothers INC.Broker
August 1989 - July 1993 · 3 yrs 11 mos
American Express Financial Advisors INC.Broker
June 1987 - December 1988 · 1 yr 6 mos
State Registrations16 states
AZCAFLHIMAMDNCNVNYOKORPATNTXUTWI
AdvisorBrokerBoth

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