Eric Mcmonagle 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

• 02/2011 → Present
  Morgan Stanley Smith Barney
  Louisville, KY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1.The Divorce Alliance; LOUISVILLE, KY; Not Investment related; President; 06/2017; During business hours: 1; After business hours: 2 *537538 - Custodian; Investment related: Yes; Louisville, Kentucky; Custodian; 08/2018; During business hours: 0; After business hours: 0; Investment Decisions/Advice *537537 - Trust; Investment related: Yes; Louisville, Kentucky; Trust; Trustee/Co-Trustee; 07/2016; During business hours: 0; After business hours: 0; *537527 - Trust; Investment related: Yes; Key Largo, Florida; Trust; Trustee/Co-Trustee; 10/2017; During business hours: 1; After business hours: 0; *539187 - Frawley Farms LLC; Investment related Yes; Louisville, Kentucky; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 1; Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2011-03-31

Other Names

• Eric Mcmonagle Scott
• Eric Scott