Renee Scarano, financial advisor Boca Raton FL
93 score

Renee Scarano

CRD Number: 1844042
Current Firm: Morgan Stanley

Renee Scarano (CRD# 1844042) is an Investment Advisor Representative working at Morgan Stanley in Boca Raton, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Boca Raton, FL Jul 2015 - Current 1
Morgan Stanley Private Bank, N.a. New York, NY Apr 2014 - Jul 2015 1
Morgan Stanley Smith Barney LLC New York, NY Apr 2014 - Jul 2015 1
Morgan Stanley Private Bank, N.a. New York, NY Jul 2013 - Apr 2014 < 1
Morgan Stanley Smith Barney LLC New York, NY Jul 2013 - Apr 2014 < 1
Morgan Stanley Private Bank, N.a. New York, NY Apr 2011 - Jul 2013 2
Morgan Stanley Smith Barney LLC New York, NY Apr 2011 - Jul 2013 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Plainsboro, NJ May 2005 - Apr 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Renee M. Scarano
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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