Scott Anderson (CRD# 5948371) is an Investment Advisor Representative working at Morgan Stanley in Colorado Springs, CO and has over 6 years of experience in the finance industry.
CRD# 4498348
Garrett Investment Advisors, LLC
Score
103
CRD# 4280579
Horizons Sustainable Financial Services, Inc.
Score
103
CRD# 1774304
Brooks Financial Planning
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Current | 3 |
| Morgan Stanley | Colorado Springs, CO | Apr 2014 - Current | 4 |
| First Command Financial Planning, Inc. | Fort Worth, TX | May 2012 - Jan 2014 | 1 |
| First Command Financial Services, Inc. | Fort Worth, TX | May 2012 - Jan 2014 | 1 |
| First Command | Fort Worth, TX | Jul 2011 - May 2012 | < 1 |
| Atkins | Denver, CO | Jul 2009 - Jan 2012 | 2 |
| Best Buy | Champaign, IL | Aug 2003 - Aug 2009 | 6 |
| Illinois State Water Survey | Champaign, IL | Apr 2007 - Jul 2009 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- CO
-
Total Assets Under Management598,503MILLIONS
-
Total Number of Accounts1,610,240ACCOUNTS
-
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
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, WY
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