SW
SW

Scott Weger

29 Years of Experience
Scottsdale, AZ
Broker

Scott Weger is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 29 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

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott is an employee of the California Air National Guard, US Air Force, spending about 10-20% of his time responding to security orders and providing network support. Scott also owns Executive Riding Gear LLC, a motorcycle apparel manufacturing company, dedicating minimal time to it.

Employment History
Current Registrations
Morgan Stanley
April 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.Broker
February 2007 - April 2016 · 9 yrs 2 mos
Charles Schwab & CO., INC.
February 2007 - April 2016 · 9 yrs 2 mos
TD Waterhouse Investor Services, INC.
June 2005 - March 2006 · 9 mos
TD Waterhouse Investor Services, INC.Broker
June 2005 - March 2006 · 9 mos
Charles Schwab & CO., INC.
July 1997 - September 2004 · 7 yrs 2 mos
Charles Schwab & CO., INC.Broker
September 1995 - September 2004 · 9 yrs
American Express Financial Advisors INC.Broker
December 1993 - November 1995 · 1 yr 11 mos
Chatfield Dean & CO., INC.Broker
September 1993 - December 1993 · 3 mos
Montano Securities CorporationBroker
May 1993 - September 1993 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin 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.