SM
SM
Scott Mcquilken
30 Years of Experience
Alpharetta, GA
6 DisclosuresBroker
Scott Mcquilken is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 30 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
2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2021Settled
Customer Dispute
January 2018Denied
Customer Dispute
December 2008Denied
Customer Dispute
April 2002Pending
Customer Dispute
February 1998Settled
Customer Dispute
December 1997Settled
Other Business Activities
Scott is the President of SMA Advisors LLC since 2017. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
July 2025 - Present · 10 mos
Morgan StanleyBroker
July 2025 - Present · 10 mos
Previous Registrations
Bluechip Wealth Advisors LLC
December 2021 - July 2025 · 3 yrs 7 mos
Arkadios Wealth Advisors
February 2021 - December 2021 · 10 mos
Arkadios CapitalBroker
April 2017 - December 2024 · 7 yrs 8 mos
Acg Wealth INC.
April 2017 - February 2021 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - April 2017 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - April 2017 · 8 yrs 5 mos
Wachovia Securities, LLC
December 2005 - November 2008 · 2 yrs 11 mos
Wachovia Securities, LLCBroker
September 2003 - November 2008 · 5 yrs 2 mos
Southtrust Securities, INC.Broker
March 2002 - August 2003 · 1 yr 5 mos
Bb&t Investment Services, INC.Broker
May 2001 - March 2002 · 10 mos
Southtrust Securities, INC.Broker
May 2000 - May 2001 · 1 yr
First Union Brokerage Services, INC.Broker
September 1997 - May 2000 · 2 yrs 8 mos
R a F Financial CorporationBroker
July 1995 - September 1997 · 2 yrs 2 mos
State Registrations34 states
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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.