Scott Jerome Arett

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  Greenbay, WI
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Green Bay, WI
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-11-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Green Bay, WI
• 2007-08-15 → 2008-12-05
  Morgan Stanley & Co. Llc
  Greenbay, WI

Other Businesses

1. Account; Investment related; Account; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Nov 2018; During business hours: 0; After business hours: 1 ; POA for transactions.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-23

Other Names

• Scott Arett Arett