Stephen Panitch is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, with 28 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
1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661
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
January 2018 - Present · 8 yrs 4 mos
Morgan Stanley
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Morgan Stanley
November 2016 - August 2017 · 9 mos
Morgan StanleyBroker
November 2016 - August 2017 · 9 mos
Morgan Stanley
June 2009 - July 2016 · 7 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2016 · 7 yrs 1 mo
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.
April 2003 - March 2008 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
November 1996 - June 2009 · 12 yrs 7 mos
State Registrations43 states
AKAZCACOCTDEFLGAHIIAIDILINKYMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWY
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.