Top Wealth + Best-in-State + Barron's 100 · rank 2 · Boca Raton, Florida · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Scott Evan Siegel | Financial Professional | Boca Raton, Florida | MORGAN STANLEY” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “Scott Siegel - Morgan Stanley Wealth Management” — forbes_shook
- Firm type — wirehouse (high)
- “Broker-Dealer SEC Number: 8-68191; Investment Adviser SEC Number: 801-70103” — sec_finra_regulatory
- Team name — The Continuum Group (high)
- “The Continuum Group at Morgan Stanley” — forbes_shook
- Team size — 17 (medium)
- “Located in New York City and Boca Raton, Florida, our team consists of 17 professionals with over 325 years of combined experience in the financial services industry.” — firm_official
- CRD — 1291367 (high)
- “Individual ID: 1291367 — Name: Scott Evan Siegel — Current Employment: Morgan Stanley, Boca Raton, FL 33432” — sec_finra_regulatory
- Years experience — 41 (high)
- “industry calendar date of October 21, 1984” — sec_finra_regulatory
- Designations — — (low)
- “Scott Siegel has previously passed the Series 63 and Series 65 examinations” — social_or_third_party_db
Book of business
- Team AUM ($M) — 7000 (high)
- “Team Assets (Custodied): $7B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 50 (high)
- “Typical Net Worth of Relationships: $50-200M” — forbes_shook
- Client niche — ultra-high-net-worth families managing significant wealth (medium)
- “Scott serves as the Chief Executive of The Continuum Group. With an esteemed career spanning nearly four decades, Scott leverages his extensive experience to assist clients in navigating the complexities and seizing the ” — social_or_third_party_db
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-continuum-group (high)
- “The Continuum Group | Boca Raton, FL | Boca Raton, FL | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- Books published — 0 (medium)
- Linkedin url — https://www.linkedin.com/in/scott-siegel-24240a38/ (high)
- “Scott Siegel - Morgan Stanley Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “morganstanley #thecontinuumgroup | Scott Siegel” — social_or_third_party_db
- Press awards — Barron's Top 100 Financial Advisors 2026 (#60), Barron's Top 1,200 Financial Advisors 2024 — #2 in Florida, Barron's Top 250 Private Wealth Management Teams 2024 (The Continuum Group) (medium)
- “The group has been recognized in the press for numerous honors, including as a 2024 Barron's Top 250 Private Wealth Management Team, a 2026 Forbes Best-In-State Wealth Management Team, and Scott Siegel was named the numb” — firm_official
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search