Top Wealth + Best-in-State + Barron's 100 · rank 17 · New York, New York · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “SCOTT CURTIS WILSON” — sec_finra_regulatory
- “Scott Wilson - Morgan Stanley Private Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
- Team name — The Atlas Group (high)
- “Team/Group: The Atlas Group” — forbes_shook
- “The managing director of Atlas Group, a five-person team with Morgan Stanley Private Wealth Management in New York which manages $6.7 billion in custodied assets” — professional_press
- Team size — 5 (medium)
- “The managing director of Atlas Group, a five-person team with Morgan Stanley Private Wealth Management in New York which manages $6.7 billion in custodied assets” — professional_press
- CRD — 861144 (high)
- “"basicInformation": {"individualId": 861144, "firstName": "SCOTT", "middleName": "CURTIS", "lastName": "WILSON", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "4/26/1985"}” — sec_finra_regulatory
- Years experience — 41 (medium)
- “"daysInIndustryCalculatedDate": "4/26/1985"” — sec_finra_regulatory
- Designations — CIMA (medium)
- “Scott C Wilson holds the CIMA® designation and works in Morgan Stanley Private Wealth Management.” — firm_official
Book of business
- Team AUM ($M) — 8100 (high)
- “Assets Under Management: $8.1 billion (team assets custodied)” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size: $10 million for new business” — forbes_shook
- Typical client net worth ($M) — 50 (high)
- “Typical Client Relationship Size: $20-100 million in net worth” — forbes_shook
- Client niche — ultra-high-net-worth families and individuals (medium)
- “"client_types":"Ultrahigh Net Worth"” — professional_press
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "bdSECNumber": "68191"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/atlas-group (high)
- “Atlas Group | New York, NY | Morgan Stanley Private 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 (low)
- “Scott Wilson is a Managing Director and Private Wealth Advisor of The Atlas Group at Morgan Stanley.” — social_or_third_party_db
- Books published — 0 (low)
- “Scott Wilson is a Managing Director and Private Wealth Advisor of The Atlas Group at Morgan Stanley.” — social_or_third_party_db
- Linkedin url — https://www.linkedin.com/in/scott-c-wilson-18425124/ (medium)
- “Scott C. Wilson - Morgan Stanley Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 100 Financial Advisors 2026 (rank 95; rank 85 in 2025), Barron's Top 100 Private Wealth Management Teams (2021), Brendan Woods 2002 survey — one of forty "top gun" domestic investment bankers (medium)
- “"rank_2026":95,"advisor":"Scott Wilson","firm":"Morgan Stanley Private Wealth Management","location":"New York","typical_account_mil":25,"team_assets_bil":9,"typical_net_worth_mil":50,"client_types":"Ultrahigh Net Worth"” — professional_press
- “The document notes he was identified by the 2002 Brendan Woods survey as one of forty "top gun" domestic investment bankers among industrial executives.” — social_or_third_party_db
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