SP
SP

Stefan Papasoff

42 Years of Experience
Kirkland, WA
Broker

Stefan Papasoff is a registered investment advisor at Morgan Stanley, based in Kirkland, 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

4000 Carillon Point, Suite 600, Kirkland, WA, 98033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stefan is the sole proprietor/owner of NashVegas Guitars, a retail/online store, since March 2018. He spends a few hours per week on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 9 mos
Morgan StanleyBroker
December 2019 - Present · 6 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1997 - December 2019 · 22 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1997 - December 2019 · 22 yrs 3 mos
Smith Barney INC.Broker
January 1989 - September 1997 · 8 yrs 8 mos
Shearson Lehman Hutton INC.Broker
December 1983 - January 1989 · 5 yrs 1 mo
State Registrations20 states
AZCACOCTFLIDILMDNCNHNJNYPASCTNTXVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Stefan Papasoff - Financial Advisor | TrueAdvisor