Steven Knudsen is a registered investment advisor at Morgan Stanley, based in Seattle, WA, with 42 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
601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
June 2006 - June 2009 · 3 yrs
Citigroup Global Markets INC.Broker
June 2006 - June 2009 · 3 yrs
Piper Jaffray & CO.
February 1994 - June 2006 · 12 yrs 4 mos
Piper Jaffray & CO.Broker
January 1994 - June 2006 · 12 yrs 5 mos
Everen Securities, INC.Broker
October 1990 - January 1994 · 3 yrs 3 mos
Oppenheimer & CO., INC.Broker
June 1984 - January 1994 · 9 yrs 7 mos
Painewebber IncorporatedBroker
September 1983 - July 1984 · 10 mos
Pacific West Securities, INC.Broker
July 1983 - December 1983 · 5 mos
State Registrations30 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.