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Greg Scott

Morgan Stanley
24 Years of Experience
Panama City Beach, FL
4 DisclosuresBroker
View SEC Summary
View SEC Summary

Greg Scott is a registered investment advisor at Morgan Stanley, based in Panama City Beach, FL, with 24 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

100 Richard Jackson Blvd., Suite 115, Panama City Beach, FL, 32407

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History

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 2011
Settled
Customer Dispute
December 2010
Dismissed
Customer Dispute
February 2010
Denied
Customer Dispute
September 2009
Settled
View Full SEC ReportHow to Read Disclosures
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 Stanley
May 2025 - Present · 1 yr 5 mos
Morgan StanleyBroker
May 2025 - Present · 1 yr 5 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.
December 2019 - May 2021 · 1 yr 5 mos
Infinex Investments, INC.Broker
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 Registrations35 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.
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Greg Scott - Financial Advisor | TrueAdvisor