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Steven Kyriakos is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
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Regulatory History (1)
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Customer Dispute
April 2000Denied
Other Business Activities
Steven serves as a trustee/co-trustee for a trust in Rye Brook, New York, since December 2022. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
December 2008 - October 2022 · 13 yrs 10 mos
UBS Financial Services INC.Broker
November 2008 - October 2022 · 13 yrs 11 mos
Morgan Stanley & CO. Incorporated
March 2008 - December 2008 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
March 2000 - April 2007 · 7 yrs 1 mo
Painewebber IncorporatedBroker
September 1994 - March 2000 · 5 yrs 6 mos
Smith Barney INC.Broker
July 1993 - October 1994 · 1 yr 3 mos
Lehman Brothers INC.Broker
May 1990 - July 1993 · 3 yrs 2 mos
Prudential-Bache Securities INC.Broker
March 1988 - June 1990 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1983 - April 1988 · 5 yrs 1 mo
State Registrations41 states
ALARAZCACOCTDCDEFLGAHIIDILINMAMDMEMIMNMSMTNCNDNHNJNMNVNYOHORPARISCSDTXUTVAVTWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.