Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kevin Trout is a financial advisor registered with Morgan Stanley. Scott has been in the financial industry since 1995. Scott is a Registered Representative and an Investment Advisor Representative. Scott's firm is an SEC registered investment advisor. Scott's firm manages assets for a variety of client types, including individuals, high-net-worth individuals, institutions, and corporations. Scott and the firm provide financial planning, portfolio management, and other investment-related services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/20/2024 - Present
Morgan Stanley (El Segundo CA)
CA
05/26/2000 - 04/22/2010
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
NY
01/03/1995 - 06/06/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 12/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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