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Scott Robertson is a registered investment advisor at Morgan Stanley, based in Anderson, SC, 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
3003 North Main St, Anderson, SC, 29621
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Regulatory History (1)
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Customer Dispute
February 2008Settled
Other Business Activities
Scott is the Chairman of the Board for the United Way of Anderson County and serves on the Advisory Council for PIMCO. These activities require minimal time and are not insurance-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2004 - June 2009 · 5 yrs
Citigroup Global Markets INC.Broker
December 2003 - June 2009 · 5 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2000 - December 2003 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1996 - December 2003 · 7 yrs 2 mos
State Registrations33 states
ALARAZCACOCTDEFLGAIAILKYLAMAMDMIMONCNHNJNMNVNYOKPARISCSDTNTXUTVAWI
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.