Scott Allen Weger

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

• 06/2005 → Present
  U.S. Air Force Reserves
  San Diego, CA
• 04/2018 → Present
  Morgan Stanley Smith Barney Llc
  Scottsdale, AZ
• 04/2016 → 04/2018
  Silicon Valley Bank
  Tempe, AZ

Previous Registrations

• 2007-02-16 → 2016-04-22
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Los Angeles, CA
  Phoenix, AZ
• 2005-06-02 → 2006-03-06
  Td Ameritrade, Inc.
  Beverly Hills, CA
• 1997-07-08 → 2004-09-09
  Charles Schwab & Co., Inc.
  Mission Viejo, CA

Other Businesses

1. California Air National Guard, US Air Force; Not Investment related; U.S. Military Reserves; Employee (proprietor, partner, officer, director, employee, trustee, agent); Jun 2005; During business hours: 0; After business hours: 20; Respond to information network security orders and ensure compliance with system security instructions for the base. Provide critical secure and unsecured voice, network, Internet services and email support to Air Force's only Cyber Operation Center. 2. *422800 - Executive Riding Gear LLC; Investment related - Yes; Goodyear, Arizona; Manufacturing; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 5; Inventor of Motorcycle Riding Apparel

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-14
• S63 Uniform Securities Agent State Law Examination
  1993-04-15