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Greg Scott
23 Years of Experience
Panama City Beach, FL
4 DisclosuresBroker
Greg Scott is a registered investment advisor at Morgan Stanley, based in Panama City Beach, FL, with 23 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
100 Richard Jackson Blvd., Suite 115, Panama City Beach, FL, 32407
Get directionsHistory
Regulatory History (4)
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
February 2011Settled
Customer Dispute
December 2010Dismissed
Customer Dispute
February 2010Denied
Customer Dispute
September 2009Settled
Other Business Activities
Greg is a passive investor in C. A. & G. I Holdings, LLC, Armway LLC, and Jaypar LLC, dedicating minimal time to these activities. He also owns 2H&V Construction Services LLC, where he spends nearly full-time managing day-to-day operations.
Employment History
Current Registrations
Morgan StanleyBroker
May 2025 - Present · 1 yr 2 mos
Morgan Stanley
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2021 - June 2025 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2021 - June 2025 · 4 yrs 2 mos
Infinex Investments, INC.Broker
December 2019 - May 2021 · 1 yr 5 mos
Infinex Investments, INC.
December 2019 - May 2021 · 1 yr 5 mos
Raymond James Financial Services Advisors, INC
September 2009 - December 2019 · 10 yrs 3 mos
Raymond James Financial Services
May 2008 - October 2009 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
May 2008 - December 2019 · 11 yrs 7 mos
Morgan Keegan & Company, INC.
September 2002 - May 2008 · 5 yrs 8 mos
Morgan Keegan & Company, INC.Broker
July 2002 - May 2008 · 5 yrs 10 mos
State Registrations33 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.