SJ
SJ

Steven Jaenichen

33 Years of Experience
Garden City, NY
Broker

Steven Jaenichen is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 33 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

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

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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 the sole proprietor/owner of S & S Peconic LLC, a rental summer home in Peconic, NY, since 2016. He spends minimal time paying utilities and collecting rent.

Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2002 - June 2009 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1992 - March 2002 · 9 yrs 9 mos
Continental Broker-Dealer CORP.Broker
March 1992 - May 1992 · 2 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMONCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.