SL
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Scott Lerner

32 Years of Experience
Marlton, NJ
Broker

Scott Lerner is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, with 32 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

303 Lippincott Drive, Suite 300, Marlton, NJ, 08053

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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 a musician in the Wildflower Band since 2016, performing 2-3 times per month. He also works as a freelance guitarist, but spends minimal time on these activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2006 - April 2007 · 8 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Citigroup Global Markets INC.
May 2002 - August 2006 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
December 1993 - August 2006 · 12 yrs 8 mos
State Registrations31 states
AZCACOCTDCDEFLGAILLAMAMDMEMIMNMSMTNCNHNJNMNYOHORPASCTXUTVAVTWA
AdvisorBrokerBoth

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