Scott Shadid, financial advisor Durango CO
89 score

Scott Shadid

CRD Number: 6224735
Current Firm: Morgan Stanley

Scott Shadid (CRD# 6224735) is an Investment Advisor Representative working at Morgan Stanley in Durango, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Durango, CO Jul 2013 - Current 3
Cablevision / Optimum West Durango, CO Nov 2011 - Jun 2013 1
Durango Herald / Buzztown Durango, CO Aug 2010 - Oct 2011 1
Southwest Waste Solutions Durango, CO May 2009 - Jul 2010 1
Power Motive Corp Durango, CO Jun 2008 - Apr 2009 < 1
Century Equipment Co Durango, CO May 2007 - May 2008 1
Imagine Technologies Denver, CO Jul 2003 - Apr 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Scott D. Shadid
Phone Number: 914-225-5510
Registered State(s):
  • CO
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
89
Clean Record
This advisor has a clean track record with regulators.

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