Scott Howard Geller

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

• 08/2013 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mill Valley, CA
• 10/2013 → 01/2020
  Bank Of America, N.A.
  Mill Valley, CA
• 01/2020 → 06/2026
  Wells Fargo Clearing Services, Llc
  San Rafael, CA
• 06/2026 → Present
  Morgan Stanley Smith Barney Llc
  San Rafael, CA
• 08/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-01-16 → 2026-06-30
  Wells Fargo Clearing Services, Llc
  Corte Madera, CA
• 2013-08-02 → 2020-01-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mill Valley, CA
• 2010-03-24 → 2013-08-05
  Wells Fargo Clearing Services, Llc
  Corte Madera, CA

Exams

• S66 Uniform Combined State Law Examination
  2010-03-23
• S63 Uniform Securities Agent State Law Examination
  2000-03-16

Other Names

• Scott Howard Geller
• Scott Geller