Stephen Whitman is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
850 Morrison Drive, Suite 800, Charleston, SC, 29403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen owns rental properties through Saldaphen LLC since 2013, dedicating minimal time outside of business hours. He also serves as a Trustee/Co-Trustee for a trust in New Providence, New Jersey, spending a few hours per week during business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Brown Brothers Harriman & CO.Broker
State Registrations12 states
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