Steven Wurzer is a registered investment advisor at Morgan Stanley, based in Naples, 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
Naples, FL
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Regulatory History (1)
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Customer Dispute
October 2022Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 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
July 2004 - April 2007 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
RBC Dain Rauscher INC.Broker
March 1998 - July 2004 · 6 yrs 4 mos
RBC Dain Rauscher INC.
December 1996 - July 2004 · 7 yrs 7 mos
Dain Rauscher IncorporatedBroker
February 1994 - March 1998 · 4 yrs 1 mo
State Registrations31 states
ALARAZCACODEFLGAIDILINKSMDMIMNMOMTNCNDNENJNVNYORPAPRSDTXVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.