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Steven Schelling
32 Years of Experience
Winter Park, FL
1 DisclosureBroker
Steven Schelling is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 32 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
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
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Regulatory History (1)
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Customer Dispute
March 2003Settled
Other Business Activities
Steven is a volunteer committee member for the Investment Committee of the Boy Scouts of America, dedicating minimal time after business hours. He is also involved with a trust since 2022, dedicating minimal 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. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 1998 - April 2007 · 8 yrs 4 mos
Morgan Stanley Dw INC.Broker
September 1993 - April 2007 · 13 yrs 7 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.