Scott R Mcewan

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Newport Beach, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*472955- Patriot Air Llc; Investment related -Yes; sjc, California; Investment/Finance/Banking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 0; *578548 - MPN Holdings LLC ; Investment related - Yes ; sjc,California ; Real Estate ; Officer(proprietor, partner, officer, director, employee, trustee, agent) ; 12/2023 ; During business hours : 0 ; After business hours : 0 ; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2007-04-18

Designations

• Certified Financial Planner