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Terrel Scott

46 Years of Experience
Reno, NV
1 DisclosureBroker

Terrel Scott is a registered investment advisor at Morgan Stanley, based in Reno, NV, with 46 years of industry experience. Terrel 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.

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

5390 Kietzke Lane, Suite 200, Reno, NV, 89511

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History

Regulatory History (1)
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
October 1993
Settled
Other Business Activities

Terrel owns a personal farm in Yerington, NV since August 2019, dedicating minimal time after business hours. He is also an officer and board member of Humbolt Hunt Club in orovada, Nevada since April 2022, spending minimal time after business hours on administrative tasks.

Employment History
Current Registrations
Morgan Stanley
August 2013 - Present · 13 yrs 2 mos
Morgan StanleyBroker
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLC
May 2004 - August 2013 · 9 yrs 3 mos
RBC Capital Markets, LLCBroker
May 2004 - August 2013 · 9 yrs 3 mos
Wachovia Securities, LLCBroker
July 2003 - May 2004 · 10 mos
Wachovia Securities, LLC
July 2003 - May 2004 · 10 mos
Prudential Securities Incorporated
October 1993 - July 2003 · 9 yrs 9 mos
Prudential Securities IncorporatedBroker
September 1986 - July 2003 · 16 yrs 10 mos
Dean Witter Reynolds INC.Broker
February 1982 - September 1986 · 4 yrs 7 mos
Foster & Marshall INC.Broker
July 1980 - February 1982 · 1 yr 7 mos
State Registrations16 states
AZCACODEHIIDMIMNMONCNVOHSCTXVTWY
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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