SL
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Steven Lanza

32 Years of Experience
El Segundo, CA
Broker

Steven Lanza is a registered investment advisor at Morgan Stanley, based in El Segundo, CA, 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

2141 Rosecrans Avenue, Suite 3100, El Segundo, CA, 90245

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Steven is involved with several recovery-related businesses, including Alt Recovery Group LLC and Denver Recovery Group LLC, where he dedicates minimal time after business hours. He also has partnerships in DRG Property LLC and Silverlake Partners LLC, both investment-related, requiring minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
March 1994 - June 2009 · 15 yrs 3 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Lanza - Financial Advisor | TrueAdvisor