Steve Bunn
Steve Bunn is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 39 years of industry experience. Steve 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
Steve has a boating captain's license and is a partner at S&P 250 LLC, a recreational business. He also has a property management role.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations25 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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