SS
CFP
SS
CFP
Scott Schlett is a CFP-designated registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 35 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
61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (3)
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Customer Dispute
July 2023Denied
Customer Dispute
December 2018Settled
Customer Dispute
May 2008Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
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
June 2005 - April 2007 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
June 2005 - April 2007 · 1 yr 10 mos
Wachovia Securities, LLC
October 1999 - June 2005 · 5 yrs 8 mos
Wachovia Securities, LLCBroker
October 1999 - June 2005 · 5 yrs 8 mos
First Union Capital Markets CORP.Broker
July 1995 - October 1999 · 4 yrs 3 mos
Ryan, Beck & CO.Broker
January 1991 - July 1995 · 4 yrs 6 mos
State Registrations43 states
AKAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMONCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.