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Stephen Romano

22 Years of Experience
Hailey, ID
Broker

Stephen Romano is a registered investment advisor at Morgan Stanley, based in Hailey, ID, with 22 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

Hailey, ID

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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

Stephen is a Managing Partner at 12th and Pike Associates, LLC, a real estate company, since 1998, and an officer and board member of Bluegrouse Ridge Homeowners Association since 2022. He dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
May 2018 - Present · 8 yrs
Morgan Stanley
May 2018 - Present · 8 yrs
Morgan StanleyBroker
May 2018 - Present · 8 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2008 - May 2018 · 9 yrs 5 mos
Citigroup Global Markets INC.
May 2007 - October 2008 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
May 2007 - October 2008 · 1 yr 5 mos
Citicorp Investment Services
April 2007 - May 2007 · 1 mo
Citicorp Investment ServicesBroker
March 2007 - May 2007 · 2 mos
Stephens INC.Broker
December 1987 - June 1990 · 2 yrs 6 mos
Salomon Brothers INC.Broker
May 1986 - November 1987 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.