Cambridge Investment Research Advisors
44yrs
Top advisor by experience in Panama City Beach
24yrs
Greg Scott
Financial advisor at Morgan Stanley
Based in Panama City Beach, Florida, Greg Scott is a fiduciary financial advisor with 24 years of industry experience. Greg has been with Morgan Stanley since 2025; before that, Greg spent four years at Merrill and a year at Osaic Institutions. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 33 advisors with offices in Panama City Beach, and one of 29 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in Florida
Office100 Richard Jackson Blvd. Suite 115, Panama City Beach, FL 32407
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowMorgan StanleyCurrent firm
- 2021 – 2025MerrillPreviously
- Dec 2019 – May 2021Osaic Institutions, Inc.Previously
- 2009 – 2019
- May 2008 – Oct 2009Raymond James Financial Services, Inc.Previously
- 2002 – 2008Morgan Keegan & Company, LLCPreviously
Contact Greg
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Greg. 100 Richard Jackson Blvd. Suite 115Panama City Beach, FL 32407Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Greg
Tailored to Greg’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Greg
How do I contact Greg?
Call Morgan Stanley at (914) 225-5510 and ask for Greg Scott. Greg works from the Panama City Beach, FL office.
How long has Greg been a financial advisor?
Greg has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Florida.
What licenses does Greg hold?
Series 66. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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