SM
SM

Scott Myers

27 Years of Experience
Blue Bell, PA
Broker

Scott Myers is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, with 27 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
Loading...

Location

1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
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
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
February 2001 - April 2007 · 6 yrs 2 mos
First Union Securities, INC.Broker
October 1999 - March 2001 · 1 yr 5 mos
First Union Capital Markets CORP.Broker
July 1998 - October 1999 · 1 yr 3 mos
State Registrations32 states
ALAZCACOCTDEFLGAIAILKYMAMDMEMIMNMONCNJNMNYOHOKORPAPRSCTNTXVAWAWI
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.