Steven Freeman is a registered investment advisor at Morgan Stanley, based in Boston, MA, 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
28 State Street, 26th Floor, Boston, MA, 02109
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Regulatory History (1)
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Customer Dispute
August 2003Denied
Other Business Activities
Steven serves on the Advisory Board for the Boston Womens Workforce Council, focusing on business development and wage equity for women. He also has a POA in Littlehampton, England, but neither activity appears to take much of his time.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2001 - April 2007 · 5 yrs 7 mos
Morgan Stanley
September 2001 - April 2007 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1999 - October 2001 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
January 1993 - May 1999 · 6 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.