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About this Advisor
Scott Mcveigh is an investment advisor who works in Carlsbad, California. Currently an investment advisor with Morgan Stanley, Mcveigh has 10 years of work experience. Mcveigh maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Mcveigh is registered to work with customers in California and Texas. Their career trajectory has included roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley is headquartered in Carlsbad, California, and operates out of 702 other locations across the country. In aggregate, Morgan Stanley oversees $729 billion in assets throughout 1,815,592 accounts and retains more than 26,000 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 1,188,715 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,815,592 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Morgan Stanley can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Scott Mcveigh Work History
Scott has 11 years of experience.
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Scott Mcveigh has no disclosures.
Please visit their SEC profile for more details.
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