SB
SB

Steven Bredahl

22 Years of Experience
Morristown, NJ
Broker

Steven Bredahl is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 22 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

340 Mount Kemble Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Tullett Prebon Financial Services LLCBroker
September 2009 - January 2013 · 3 yrs 4 mos
Prebon Financial Products INC.Broker
July 1995 - January 2010 · 14 yrs 6 mos
Euro Brokers Maxcor INC.Broker
July 1994 - December 1994 · 5 mos
Financial Northeastern Securities, INC.Broker
May 1993 - July 1994 · 1 yr 2 mos
State Registrations41 states
ARAZCACOCTDCDEFLGAILINKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
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.
Steven Bredahl - Financial Advisor | TrueAdvisor