Scot Garrison Meyer

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

• 07/2012 → Present
  Morgan Stanley
  San Francisco, CA
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

* 405990 - BiCoastal Properties, LLC; Investment related Yes; Cincinatti, OH; Real Estate; Member of LLC (proprietor, partner, officer, director, employee, trustee, agent); June 2020; During business hours: 0; After business hours: 1 *607865 - Etsy - Seller Account; Investment related -No; San Francisco, California; Art/Photography; Independent artist (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 5; Labor/Service. *631577 - Personal business; Investment Related - No; San Francisco, California; Recreation; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 5; Creative outlet business..

Exams

• S66 Uniform Combined State Law Examination
  2012-12-20