Steven Nezas is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 29 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
2000 Westchester Ave, (Home Office), Purchase, NY, 10577
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Forethought Distributors, LLCBroker
October 2012 - October 2014 · 2 yrs
Hartford Life Distributors, LLCBroker
December 2010 - July 2012 · 1 yr 7 mos
Morgan Stanley Smith BarneyBroker
April 2010 - December 2010 · 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
October 2006 - April 2007 · 6 mos
Hartford Equity Sales Company INC.Broker
February 1995 - August 2006 · 11 yrs 6 mos
John Hancock Distributors, INC.Broker
May 1994 - January 1995 · 8 mos
John Hancock Mutual Life Insurance CompanyBroker
May 1994 - January 1995 · 8 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.