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Steven Koskinen

10 Years of Experience
Portland, ME
Broker

Steven Koskinen is a registered investment advisor at Morgan Stanley, based in Portland, ME, with 10 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

100 Middle Street, 3rd Floor, Portland, ME, 04101

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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.

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Other Business Activities

Steven is a Vestry Member of Saint Peter's Episcopal Church, a religious organization in Portland, Maine. He spends minimal time on administrative, business development, fundraising, and service-related tasks for the church.

Employment History
Current Registrations
Morgan Stanley
March 2021 - Present · 5 yrs 4 mos
Morgan StanleyBroker
September 2017 - Present · 8 yrs 10 mos
Previous Registrations
Nylife Securities LLCBroker
December 2012 - April 2015 · 2 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Koskinen - Financial Advisor | TrueAdvisor