Steven Kyriakos is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 43 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
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Regulatory History (1)
Customer Dispute
April 2000Other 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
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Prudential-Bache Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations41 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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