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Scott Davis is a registered investment advisor at Morgan Stanley, based in Wyomissing, PA, with 36 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
1350 Broadcasting Road, Suite 100, Wyomissing, PA, 19610
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 1996Settled
Other Business Activities
Scott is a committee member for the Wyomissing Foundation, a community philanthropy organization, since 2019. He spends minimal time on this activity, meeting quarterly to provide oversight.
Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 4 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
July 1989 - July 1993 · 4 yrs
State Registrations24 states
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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.