SC
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Scott Conrad

22 Years of Experience
Columbus, OH
Broker

Scott Conrad is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 22 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

4343 Easton Commons, Columbus, OH, 43219

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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 works as a bowling coach for Reynoldsburg City Schools since November 2024. This activity is not investment-related and takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
Morgan Stanley
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLC
February 2013 - January 2020 · 6 yrs 11 mos
J.P. Morgan Securities LLCBroker
February 2013 - January 2020 · 6 yrs 11 mos
Key Investment Services LLCBroker
July 2012 - February 2013 · 7 mos
Chase Investment Services CORP.
December 2009 - April 2012 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
July 2005 - April 2012 · 6 yrs 9 mos
Banc One Securities CorporationBroker
January 2003 - July 2005 · 2 yrs 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.