Scott Paul Lamson

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

• 11/2014 → 07/2018
  Morgan Stanley & Co.,Llc
  San Francisco, CA
• 07/2018 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 08/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

4. *532775 -Kiki Lam LLC; Investment related: Yes; Novato, California; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 1Real estate investment property

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-30
• S63 Uniform Securities Agent State Law Examination
  2014-07-30