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Scott Mcalister

26 Years of Experience
Monterey, CA
1 DisclosureBroker

Scott Mcalister is a registered investment advisor at Morgan Stanley, based in Monterey, CA, with 26 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

401 Fremont Street, Suite 200, Monterey, CA, 93940

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History

Regulatory History (1)
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Judgment / Lien
May 2019
Other Business Activities

Scott is a board member of The Pacheco Club of Monterey, a social and health club, spending minimal time after business hours. He also serves on the Investment Committee for the Grand Lodge of Free and Accepted Masons of the State of California, dedicating minimal time after business hours to oversee outside money managers.

Employment History
Current Registrations
Morgan Stanley
January 2012 - Present · 14 yrs 4 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2007 - January 2012 · 4 yrs 10 mos
Charles Schwab & CO., INC.Broker
March 2007 - January 2012 · 4 yrs 10 mos
Charles Schwab & CO., INC.Broker
July 2004 - January 2007 · 2 yrs 6 mos
M.L. Stern & CO. INC.Broker
April 1992 - April 1997 · 5 yrs
State Registrations12 states
AZCACODCIDNMNVNYORTXUTWA
AdvisorBrokerBoth

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