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Scott Patrick Young

Morgan Stanley

Fresno, CA

CRD 5126948

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-25
CA RA APPROVED 2015-07-27
  • TX RA
    APPROVED_RES
    Since 2020-02-25
  • CA RA
    APPROVED
    Since 2015-07-27

Branch Locations

5250 North Palm Avenue Suite 321, Fresno, CA 93704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Fresno CA 07/2015 Present
Morgan Stanley Private Bank, National Association New York NY 08/2015 Present
  • 07/2015 → Present
    Morgan Stanley
    Fresno, CA
  • 08/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2012-10-01 → 2015-08-07
    J.P. Morgan Securities Llc
    Fresno, CA
    Clovis, CA
    Fresno, CA
    Clovis, CA
    Fresno, CA
    Fresno, CA
    Fresno, CA
    Fresno, CA
    Clovis, CA
    Fresno, CA
    Fresno, CA
    Fresno, CA
    Fresno, CA
  • 2011-05-02 → 2012-10-01
    Chase Investment Services Corp.
    Fresno, CA
    Fresno, CA
    Clovis, CA
    Fresno, CA
    Clovis, CA
    Fresno, CA
    Fresno, CA
    Fresno, CA
    Clovis, CA
    Fresno, CA
    Fresno, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-28
S63 Uniform Securities Agent State Law Examination 2006-04-13
  • S65 Uniform Investment Adviser Law Examination
    2011-04-28
  • S63 Uniform Securities Agent State Law Examination
    2006-04-13

View on SEC IAPD

Nearby Firms

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USI ADVISORS
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Nearby Investors

JASON RICHARD AHRONIAN
JEBBER JAKE COZZI
DAVID NEAL BAKER

Nearby Offices

RBC CAPITAL MARKETS, LLC · FRESNO, CA
USI ADVISORS · Fresno, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRESNO, CA

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