SL
SL

Scott Lamson

11 Years of Experience
San Francisco, CA
Broker

Scott Lamson is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 11 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

555 California Street, Pwm, San Francisco, CA, 94104

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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 is a partner in Kiki Lam LLC, a real estate investment property, since 2022. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2018 - Present · 7 yrs 11 mos
Morgan StanleyBroker
August 2018 - Present · 7 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
December 2014 - August 2018 · 3 yrs 8 mos
Morgan StanleyBroker
July 2014 - September 2016 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.