Jeffrey Stein is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 28 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
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Regulatory History (1)
Customer Dispute
December 2001Other Business Activities
Jeffrey is a member of the Museum Foundation Committee for the Holocaust Museum Houston since 2019. He spends minimal time on this activity, serving on the Investment Committee to administer and manage the Foundation's assets.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Neuberger Berman LLCBroker
Jefferies & Company, INC.Broker
Credit Suisse First Boston LLCBroker
Goldman, Sachs & CO.Broker
State Registrations26 states
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.
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