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Advisors / Arizona / Scottsdale
4yrs

Gregory Wait

Financial advisor at Morgan Stanley

Based in Scottsdale, Arizona, Gregory Wait is a fiduciary financial advisor with 4 years of industry experience. Gregory has been with Morgan Stanley since 2022. 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 3466 advisors with offices in Scottsdale, and one of 3169 fiduciaries.

Scottsdale, AZ 85254Fiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254
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 ?1 state

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

  1. 2022 – now
    Morgan StanleyCurrent firm

Questions to ask Gregory

Tailored to Gregory’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Gregory

How do I contact Gregory?

Call Morgan Stanley at 914-225-5510 and ask for Gregory Wait. Gregory works from the Scottsdale, AZ office.

How long has Gregory been a financial advisor?

Gregory has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Gregory hold?

Series 66. Tap any license on this page to see what it allows.

Is Gregory a fiduciary?

Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Gregory 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 Gregory 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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