FS
FS

Frank Steenburgh

30 Years of Experience
Westborough, MA
Broker

Frank Steenburgh is a registered investment advisor at Morgan Stanley, based in Westborough, MA, 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
Loading...

Location

1 Technology Drive, Westborough, MA, 01581

Get directions

History

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 →
Other Business Activities

Frank owns rental property in East Dorset, VT, since 2017. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - December 2013 · 4 yrs 6 mos
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
November 1995 - April 2008 · 12 yrs 5 mos
State Registrations16 states
CACTFLMANCNHNJNVNYORPARITNTXVAVT
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.
Frank Steenburgh - Financial Advisor | TrueAdvisor