Joseph
Scott

Morgan Stanley

CRD#2221069
Investment Advisor
in Barrington, IL

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About this Advisor

Joseph Scott is a financial advisor operating in Barrington, Illinois with 14 years of industry experience. Scott is currently employed by Morgan Stanley. During their career, Scott has held roles at Morgan Stanley. Scott holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois, Indiana and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in total assets across its 2,233,188 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a diverse set of services, such as 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. Fees for financial advice vary depending on the type of services offered. Fees billed by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

760 West Main Street
Barrington, IL 60010

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

IL Average: $7,464,549,021
Total Number of Employees

28,000

IL Average: 88
Total Number of Accounts

2,233,188

IL Average: 3,892
Average Account Size

$530,659

IL Average: $1,917,921

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
  • Other

Joseph Scott Work History

Joseph has been registered as a financial advisor for 14 years.*

2017 - Present (7 years)

Morgan Stanley

2017 - Present (7 years)

Morgan Stanley

2015 - 2017 (2 years)

Morgan Stanley

2010 - 2015 (5 years)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Seth Hart
New York, NY
Johnny Williams
Columbia, SC
Ellen Spitz
Garden City, NY
Margret Birch
Oak Brook, IL
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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