Steven Post is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History (2)
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Employment Separation After Allegations
January 2025Customer Dispute
April 2009Settled
Employment History
Current Registrations
Morgan StanleyBroker
January 2025 - Present · 1 yr 6 mos
Morgan Stanley
January 2025 - Present · 1 yr 6 mos
Previous Registrations
UBS Financial Services INC.
January 2016 - January 2025 · 9 yrs
UBS Financial Services INC.Broker
January 2016 - January 2025 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2004 - January 2016 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2004 - January 2016 · 11 yrs 4 mos
Ryan Beck & CO.Broker
April 2002 - September 2004 · 2 yrs 5 mos
Gruntal & CO., L.L.C.Broker
May 2001 - May 2002 · 1 yr
Gruntal & CO., L.L.C.Broker
December 1987 - May 2001 · 13 yrs 5 mos
State Registrations21 states
AZCACOCTFLILINLAMANCNJNVNYOHPARISCTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.