Steven Carayanis is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 30 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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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 2017 - Present · 9 yrs
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
May 2017 - Present · 9 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2010 - May 2017 · 7 yrs 1 mo
J.P. Morgan Securities LLC
April 2010 - May 2017 · 7 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
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 Dw INC.Broker
October 2004 - April 2007 · 2 yrs 6 mos
Morgan Stanley
October 2004 - April 2007 · 2 yrs 6 mos
Wachovia Securities, LLC
July 2003 - November 2004 · 1 yr 4 mos
Wachovia Securities, LLCBroker
July 2003 - November 2004 · 1 yr 4 mos
Prudential Securities Incorporated
October 1999 - July 2003 · 3 yrs 9 mos
Prudential Securities IncorporatedBroker
September 1999 - July 2003 · 3 yrs 10 mos
Painewebber IncorporatedBroker
January 1996 - October 1999 · 3 yrs 9 mos
Olde Discount CorporationBroker
January 1995 - May 1995 · 4 mos
State Registrations23 states
AZCACOCTDCDEFLGAHIIDILMAMDMINCNVNYORTNTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.