Scott Joseph Schoenberg

Current Employers

Employment History

• 05/2006 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Alpharetta, GA
• 12/2009 → 08/2017
  Bank Of America,Na
  Alpharetta, GA
• 08/2017 → 11/2025
  Morgan Stanley
  Alpharetta, GA
• 09/2017 → 11/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 11/2025 → Present
  Bank Of America, N.A.
  Alpharetta, GA

Previous Registrations

• 2017-08-07 → 2025-11-12
  Morgan Stanley
  Alpharetta, GA
  Duluth, GA
• 2006-05-22 → 2017-08-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norcross, GA
  Alpharetta, GA
• 2003-02-13 → 2006-05-22
  Morgan Stanley Dw Inc.
  Atlanta, GA

Other Businesses

I*496329 Entity Type: Rental Property Name of OBA: Rental Property Address: Atlanta, Georgia, 30306 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/30/2014 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Owner of rental property I*3189275 Entity Type: For Profit Name of OBA: S. S. Podcast Address: Peachtree Corners, Georgia, 30092 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/01/2025 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: I have a start up podcast where I interview people around current event topics not related to my role as a financial advisor minimal, when I try to interview people it is on the weekends and as of yet, I have not done a full pod cast.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-14
• S63 Uniform Securities Agent State Law Examination
  1991-08-02

Other Names

• Scott Schoenberg