Scott David Litner

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

• 08/2015 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2015 → 01/2020
  Bank Of America, N.A.
  New York, NY
• 01/2020 → 03/2022
  Western International Securities, Inc.
  Pasadena, CA
• 03/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 04/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-10-21 → 2022-03-31
  Western International Securities, Inc.
  New York, NY
  Pasadena, CA
• 2016-05-10 → 2020-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-09
• S63 Uniform Securities Agent State Law Examination
  2000-04-14