SM
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Steven Meyers

34 Years of Experience
Purchase, NY
Broker

Steven Meyers is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 34 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

2000 Westchester Avenue, 1Nc, Purchase, NY, 10577

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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

Steven is a trustee for a revocable living trust, managing household goods, textiles, living expenses, and stocks. He is also responsible for paying bills and protecting his mother.

Employment History
Current Registrations
Morgan Stanley
October 2025 - Present · 7 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
UBS Financial Services INC.
February 2010 - October 2025 · 15 yrs 8 mos
UBS Financial Services INC.Broker
March 2009 - October 2025 · 16 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - April 2009 · 15 yrs 9 mos
Lehman Brothers INC.Broker
February 1993 - July 1993 · 5 mos
Everen Securities, INC.Broker
September 1991 - February 1993 · 1 yr 5 mos
State Registrations31 states
AZCACOCTDCDEFLIAILKYMAMDMEMIMTNCNJNVNYOHORPARISCTNTXVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.