Beth Elliot Scanlan

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

• 03/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2016 → Present
  Morgan Stanley Smith Barney Llc
  Hillsborough, CA

Previous Registrations

• 2009-02-09 → 2016-02-24
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 1997-07-08 → 2009-02-26
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Other Businesses

1. Bear Creek Association; Investment related Yes; North Lake Tahoe, CA; Tracking Reserve Fund and Study for HOA; Board member and Finance Committee member(proprietor, partner, officer, director, employee, trustee, agent); Jul 2011; During business hours: 0; After business hours: 1. 2. *486958 - Alpine Meadows Land Trust Project; Investment related No; Tahoe City, California; Other, Civic/Religious/Community; Other, Civic/Religious/Community (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 2; After business hours: 8; Fundraising *520021 - The Nueva School; Investment related: No; Hillsborough, California; Non-Profit; Endowment (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 2; After business hours: 3; Marketing, Other *395680 Able Works; Investment related No; East Palo Alto, California; Education; Board Member, Coach (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 4; After business hours: 4; coaching.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-08-04
• S63 Uniform Securities Agent State Law Examination
  1984-01-25

Other Names

• Beth Elliot
• Beth Briar
• Beth Elliot Briar
• Beth Elliot
• Beth Elliot
• Beth Elliot Briar
• Beth Elliot Briar
• Beth Brooke Elliot
• Beth Firstman
• Beth Elliot Scanlan
• Beth Elliot Elliot Scanlan