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Scott Everett Morrison

Investment Adviser Representative at MOMENT PRIVATE WEALTH

Wellington, FLCRD #6855518Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Scott Everett Morrison has worked in the securities industry since 2019. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/30/2021
Series 65
Uniform Investment Adviser Law Examination
Passed 7/21/2020
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/11/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
$0 - $4,999,9991.00%
$5,000,000 - $9,999,9990.80%
$10,000,000 - $19,999,9990.60%
$20,000,000 and above0.40%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Moment Private Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MOMENT PRIVATE WEALTHCurrent
6/6/2025Wellington, FL
FOCUS PARTNERS WEALTH, LLC
10/10/20225/30/2025Boca Raton, FL
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
10/25/20217/19/2022Jupiter, FL
PRUDENTIAL FINANCIAL PLANNING SERVICES
7/30/20208/26/2021West Palm Beach, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MOMENT PRIVATE WEALTH

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View MOMENT PRIVATE WEALTH firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Everett Morrison has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Scott Everett Morrison - Financial Advisor in Wellington, FL | AdvisorFinder