Steven Swann is a registered investment advisor at Morgan Stanley, based in Stuart, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
729 South West FEDERAL HIGHWAY, Suite 300, Stuart, FL, 34994
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a partner in Indian Head Partners, dealing with real estate buying and selling since 2011. He also owns Up & In, LLC and Safe At Third, both real estate businesses, since 2014. These activities require minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 states
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