Scott Adam Weissman

Employer firm

Matrix Private Capital Group CRD 285531

$561M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2009 → 04/2019
  Morgan Stanley Smith Barney
  Chicago, IL
• 01/2015 → 04/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2019 → Present
  Matrix Private Capital Group
  New York, NY

Previous Registrations

• 2009-06-01 → 2019-04-30
  Morgan Stanley
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Chicago, IL
• 1998-02-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  Chicago, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-22
• S63 Uniform Securities Agent State Law Examination
  1996-10-30

Designations

• Certified Financial Planner

Other Names

• Scott A Weissman