SG
SG

Scott Gilbert

26 Years of Experience
Kirkland, WA
Broker

Scott Gilbert is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, 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

4000 Carillon Point, Suite 600, Kirkland, WA, 98033

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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 officer at Haines Home Building Supply, a partner at Hilltop Base LLC (real estate), an officer at Snow Mountain Ranch LLC (agriculture), and a sole proprietor/owner/officer at Scott Gilbert thru Oceanna LLC (lending). He is also the President of the Board at Mercer Island Beach Club, a social and recreational organization.

Employment History
Current Registrations
Morgan Stanley
November 2017 - Present · 8 yrs 6 mos
Morgan StanleyBroker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Locorr Distributors, LLCBroker
September 2015 - September 2017 · 2 yrs
Clearbridge Investments, LLC
February 2006 - August 2015 · 9 yrs 6 mos
Legg Mason Investor Services, LLCBroker
December 2005 - August 2015 · 9 yrs 8 mos
Citigroup Global Markets INC.Broker
November 2004 - December 2005 · 1 yr 1 mo
Tower Square Securities, INC.Broker
March 2003 - February 2004 · 11 mos
Equitable Distributors, INC.Broker
March 1998 - January 2002 · 3 yrs 10 mos
Sunamerica Securities, INC.Broker
November 1995 - May 1996 · 6 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.