Greg Scott

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

• 05/2008 → 12/2019
  Raymond James Financial Services
  Panama City, FL
• 12/2010 → 06/2019
  Insurance-Non Variable
  Panama City, FL
• 01/2009 → 12/2019
  Raymond James Financial Services Advisors, Inc
  Panama City, FL
• 08/2009 → Present
  2H&V Construction Services
  Bonifay, FL
• 12/2014 → 04/2021
  Summit Bank
  Panama City, FL
• 06/2018 → Present
  Armway Llc And Jaypar Llc
  Dothan, AL
• 12/2019 → 04/2021
  Infinex Investments, Inc.
  Meriden, CT
• 04/2021 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Panama City, FL
• 05/2021 → 05/2025
  Bank Of America, N.A.
  Panama City, FL
• 05/2025 → Present
  Morgan Stanley Smith Barney Llc
  Panama City Beach, FL
• 07/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-04-30 → 2025-06-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Panama City, FL
• 2019-12-05 → 2021-05-03
  Osaic Institutions, Inc.
  Panama City, FL
  Charlotte, NC
  Panama City, FL
• 2009-09-12 → 2019-12-06
  Raymond James Financial Services Advisors, Inc
  Panama City, FL
  Panama City, FL
  Panama City, FL
• 2008-05-20 → 2009-10-10
  Raymond James Financial Services, Inc.
  Panama City, FL
  Pensacola, FL
  Panama City Beach, FL
• 2002-09-11 → 2008-05-19
  Morgan Keegan & Company, Llc
  Panama City, FL
  Panama City, FL
  Lynn Haven, FL
  Pensacola, FL

Other Businesses

*648025- C. A. & G. I HOLDINGS, LLC; Investment related: No; Jacksonville, Florida; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2017; During business hours: 0; After business hours: 1; Administrative (2) Armway LLC and Jaypar LLC / Not Investment Related / Dothan, AL / Start 30-April-2021 / 1 hour devoted weekly / 0 during trading / Passive Investor, Armway and Jaypar are the real estate and operating company associated with Davids Catfish restaurant in Dothan, AL / I am just an investor in the entities *647909-  2H&V Construction Services LLC; Investment related-Yes; Bonifay, Florida; Construction/Engineering; Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2007; During business hours: 20; After business hours:100; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2002-08-08

Other Names

• Gregory Alan Scott
• Gregory A Scott
• Greg A Scott