John
Scott

Morgan Stanley

CRD#4696039
Investment Advisor
in Seattle, WA

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About this Advisor

John Scott is a chartered financial analyst operating in Seattle, Washington with a total of 3 years of relevant experience. Scott is an employee of Morgan Stanley. Their career trajectory has included roles at Saturna Capital Corporation, Saturna Brokerage Services, Amazon, T-Mobile, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A and Morgan Stanley. Scott maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas and Washington. Morgan Stanley is a registered investment company based in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in assets among its 2,233,188 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business has a broad 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. Financial management fee schedules are based on which services are offered. However, fees billed by Morgan Stanley likely are comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Chartered Financial Analyst

Years Registered*

3 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

601 Union Street, Two Union Square Suite 5200
Seattle, WA 98101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

WA Average: 88
Total Number of Accounts

2,233,188

WA Average: 3,892
Average Account Size

$530,659

WA 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

John Scott Work History

John has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Morgan Stanley Private Bank, N.A

2020 - Present (4 years)

Morgan Stanley

2020 - 2020 (< 1 year)

Morgan Stanley Smith Barney LLC

2018 - 2020 (2 years)

T-Mobile

2016 - 2018 (2 years)

Amazon

2012 - 2015 (3 years)

Saturna Capital Corporation

2010 - 2015 (5 years)

Saturna Brokerage Services

*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 John Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Charles Doering
Walnut Creek, CA
Beth Prospero
Jersey City, NJ
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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