SG
SG

Stephanie Gay

32 Years of Experience
West Palm Beach, FL
Broker

Stephanie Gay is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 32 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

777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401

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History

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.

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Other Business Activities

Stephanie serves as a Power of Attorney (POA) in Wyncote, Pennsylvania since 2018. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
RBC Capital Markets CorporationBroker
March 2008 - April 2008 · 1 mo
RBC Capital Markets Corporation
March 2008 - April 2008 · 1 mo
Morgan Stanley & CO., Incorporated
April 2007 - March 2008 · 11 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - March 2008 · 11 mos
Morgan Stanley Dw INC.Broker
May 1993 - April 2007 · 13 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Stephanie Gay - Financial Advisor | TrueAdvisor