Scott Stanley Barnett

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

• 03/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
• 08/2009 → Present
  Morgan Stanley Smith Barney
  Purchase, NY
• 03/2017 → Present
  Morgan Stanley Services Group Inc.
  Purchase, NY

Previous Registrations

• 2004-07-08 → 2009-06-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hartford, CT
  Hartford, CT

Other Businesses

CENTRAL CONNECTICUT STATE UNIVERSITY,EMPLOYEE;NOT INVESTMENT RELATED;START DATE: 01/2017;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-3; NEW BRITAIN CONNECTICUT *578841 - Town of Simsbury CT, Board of Assessment Appeals; Investment related-No; Simsbury, Connecticut; Government; Alternate Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 1; Board reviews and decisions appeals of property tax assessments from town property owners.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-07

Other Names

• Scott Barnett