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Albert Steves

38 Years of Experience
San Antonio, TX
Broker

Albert Steves is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 38 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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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

Albert is on the board of directors for the Texas Cavaliers and is a board member of St. Mark's Investment Committee, making decisions on church finances. He spends minimal time on the church committee outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2005 - June 2009 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
October 2005 - June 2009 · 3 yrs 8 mos
Morgan Stanley
September 1998 - November 2005 · 7 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 1998 - November 2005 · 7 yrs 2 mos
Dean Witter Reynolds INC.Broker
August 1987 - May 1998 · 10 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Albert Steves - Financial Advisor | TrueAdvisor