SZ
SZ
Steven Zatkin
41 Years of Experience
Bloomfield Hills, MI
1 DisclosureBroker
Steven Zatkin is a registered investment advisor at Morgan Stanley, based in Bloomfield Hills, MI, with 41 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
Loading...
Location
40701 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2010Settled
Other 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
July 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
July 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - July 2021 · 18 yrs
Wells Fargo Clearing Services, LLC
July 2003 - July 2021 · 18 yrs
Prudential Securities IncorporatedBroker
August 1994 - July 2003 · 8 yrs 11 mos
Prudential Securities Incorporated
August 1994 - July 2003 · 8 yrs 11 mos
Painewebber IncorporatedBroker
December 1991 - August 1994 · 2 yrs 8 mos
Bear, Stearns & CO. INC.Broker
March 1988 - January 1992 · 3 yrs 10 mos
L. F. Rothschild & CO. IncorporatedBroker
July 1987 - April 1988 · 9 mos
Shearson Lehman Brothers INC.Broker
March 1986 - August 1987 · 1 yr 5 mos
Roney & CO.Broker
January 1985 - January 1986 · 1 yr
State Registrations23 states
ALAZCACOCTFLGAILMAMDMIMOMTNCNYOHORSCTNTXVAWAWY
AdvisorBrokerBoth
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
No exam information available for this advisor.