Steven Bono is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1400 Page Mill Road, Palo Alto, CA, 94304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a contractor for the San Francisco Forty Niners Inc. as a Goodwill Ambassador, and a board member for Lamonica's Pizza Dough Company Inc., the 49ers Foundation, and Lamonica's Pizza Dough International, spending minimal time on each activity.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Constellation Wealth Advisors LLCBroker
Constellation Wealth Advisors LLC
Thinkequity Partners LLCBroker
Thinkequity Partners LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
National Planning CorporationBroker
Associated Securities CORP.Broker
Financial Network Investment CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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