Stephen Macko is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 31 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
8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108
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Regulatory History (1)
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Customer Dispute
December 1999Closed-No Action
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
September 2007 - June 2009 · 1 yr 9 mos
Morgan Stanley & CO. Incorporated
September 2007 - June 2009 · 1 yr 9 mos
A. G. Edwards & Sons, INC.
November 1997 - September 2007 · 9 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
November 1997 - September 2007 · 9 yrs 10 mos
Dean Witter Reynolds INC.Broker
October 1995 - December 1997 · 2 yrs 2 mos
Metlife Securities INC.Broker
August 1994 - September 1995 · 1 yr 1 mo
Metropolitan Life Insurance CompanyBroker
August 1994 - September 1995 · 1 yr 1 mo
State Registrations47 states
AKALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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Exams
No exam information available for this advisor.