SM
CFA
SM
CFA

Scott Munro

5 Years of Experience
Bloomington, MN
Broker

Scott Munro is a CFA-designated registered investment advisor at Morgan Stanley, based in Bloomington, MN, with 5 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

8300 Norman Center Drive, Bloomington, MN, 55437

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
February 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
December 2020 - Present · 5 yrs 5 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Scott Munro - Financial Advisor | TrueAdvisor