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Stephen Burt

17 Years of Experience
Canton, OH
Broker

Stephen Burt is a registered investment advisor at Morgan Stanley, based in Canton, OH, with 17 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

4455 Dressler Road, Suite 202, Canton, OH, 44718

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stephen owns rental property in Littleton, CO, since March 2018. He spends minimal time on this investment-related activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Mcdonald Investments INC.Broker
May 2002 - December 2003 · 1 yr 7 mos
Lancaster Pollard & CO.Broker
January 1998 - July 2001 · 3 yrs 6 mos
State Registrations19 states
ARAZCACOFLGAKSMAMONCNYOHPASCTNTXVAWVWY
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.