Stephanie Glassman is a registered investment advisor at Morgan Stanley, based in Loveland, CO, with 24 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
6125 Sky Pond Drive, Loveland, CO, 80538
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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
July 2025 - Present · 10 mos
Morgan Stanley
July 2025 - Present · 10 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - April 2025 · 2 yrs 2 mos
Wells Fargo Advisors
February 2023 - April 2025 · 2 yrs 2 mos
Wells Fargo Advisors
December 2013 - April 2025 · 11 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
October 2013 - April 2025 · 11 yrs 6 mos
Morgan StanleyBroker
June 2009 - September 2013 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2002 - June 2009 · 7 yrs 3 mos
Beacon Investment CompanyBroker
July 2001 - September 2001 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.