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Steven Young is a registered investment advisor at Morgan Stanley, based in Hunt Valley, MD, 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
303 International Circle, Suite 500, Hunt Valley, MD, 21030
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Regulatory History (4)
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Financial
October 2018Final
Financial
September 2018Final
Financial
April 2018Final
Financial
February 2018Final
Employment History
Current Registrations
Morgan Stanley
December 2023 - Present · 2 yrs 5 mos
Morgan StanleyBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2009 - December 2023 · 14 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2009 - December 2023 · 14 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - January 2009 · 1 yr 9 mos
Morgan Stanley
January 2001 - April 2007 · 6 yrs 3 mos
Morgan Stanley Dw INC.Broker
December 2000 - April 2007 · 6 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1992 - December 2000 · 8 yrs 1 mo
State Registrations40 states
ALARAZCACOCTDCDEFLGAHIILINKYLAMAMDMEMIMNMOMSMTNCNHNJNMNYOHOKPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.