Scott Farrell Vender

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

• 06/2009 → Present
  Morgan Stanley
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-02-20 → 2009-06-01
  Morgan Stanley & Co. Llc
  Chicago, IL
• 2005-05-23 → 2009-02-27
  Leucadia Asset Management Llc
  Chicago, IL
  New York, NY
• 2003-01-17 → 2004-12-13
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
• 1998-06-13 → 2003-01-17
  Pershing Llc
  Chicago, IL

Other Businesses

BROTHERS JV, JOINT VENTURE/PART OWNER; INVESTOR & RECORD KEEPER; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; INVESTMENT RELATED; MAKING PRIVATE INVESTMENTS; START DATE: 03/2010; HIGHLAND PARK, IL *433905- Vender the lender llc; Investment related- No; highlnd park, Illinois; Officer; Mar 2010 ; During business hours: 0 ; Administrative *468762- Trust; Investment related -Yes; Scottsdale, Arizona; Trust; Trustee/Co-Trustee; 01/2022; During business hours: 1; After business hours: 0; *658980 - Pelican Marsh foundation; Investment related: No; Naples, Florida; Real Estate; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 2; i will be a member of the finance committee overseeing the budget of the foundation

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-17
• S63 Uniform Securities Agent State Law Examination
  1983-11-23

Other Names

• Moose Vender