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Steven Kessler is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 25 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
201 Main Street, Suite 1500, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2013Denied
Employment History
Current Registrations
Morgan StanleyBroker
March 2023 - Present · 3 yrs 4 mos
Morgan Stanley
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - October 2021 · 3 yrs 3 mos
Strategic Advisers LLC
February 2005 - July 2018 · 13 yrs 5 mos
Fidelity Brokerage Services LLCBroker
July 2000 - October 2021 · 21 yrs 3 mos
Fidelity Brokerage Services, INC.Broker
February 1998 - May 1999 · 1 yr 3 mos
Eq Financial Consultants, INC.Broker
November 1997 - December 1997 · 1 mo
The Equitable Life Assurance Society of the United StatesBroker
November 1997 - December 1997 · 1 mo
State Registrations4 states
FLNCNYTX
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.