Steven Zatkin
Steven Zatkin is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, with 41 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
40705 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
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Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Steven is a co-trustee for his uncle, dedicating minimal time to this investment-related activity. He also participates in neighborhood maintenance for the Franklin Fairway Homeowners Association, which requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Painewebber IncorporatedBroker
Bear, Stearns & CO. INC.Broker
L. F. Rothschild & CO. IncorporatedBroker
Shearson Lehman Brothers INC.Broker
Roney & CO.Broker
State Registrations23 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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