Stephen Park is a registered investment advisor at Morgan Stanley, based in Mclean, VA, 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
Loading...
Location
1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102
Get directionsHistory
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 StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
July 2008 - August 2022 · 14 yrs 1 mo
UBS Financial Services INC.Broker
July 2008 - August 2022 · 14 yrs 1 mo
Wachovia Securities, LLCBroker
January 2008 - July 2008 · 6 mos
Wachovia Securities, LLC
January 2008 - July 2008 · 6 mos
A. G. Edwards & Sons, INC.
March 1997 - January 2008 · 10 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
October 1996 - January 2008 · 11 yrs 3 mos
Smith Barney INC.Broker
August 1996 - October 1996 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.