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Scott Altemose is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 31 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
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Regulatory History (1)
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Customer Dispute
June 2012Closed-No Action
Employment History
Current Registrations
Morgan Stanley
October 2013 - Present · 12 yrs 7 mos
Morgan StanleyBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
April 2005 - October 2013 · 8 yrs 6 mos
Credit Suisse Securities (USA) LLCBroker
April 2005 - October 2013 · 8 yrs 6 mos
UBS Financial Services INC.Broker
March 2000 - April 2005 · 5 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
January 1996 - March 2000 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1995 - January 1996 · 11 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1994 - January 1995 · 5 mos
State Registrations28 states
ARAZCACOCTDCDEFLGAIAILINMAMDMIMNMONENJNVNYOHORPATXVAWAWI
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.