SL
SL

Stephen Loeb

52 Years of Experience
San Antonio, TX
Broker

Stephen Loeb is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 52 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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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 is a co-manager of Heirs of S. Abraham LLC, receiving income from royalty and lease agreements since 1973. He is also a partner in 144 point lane llc, involved in real estate investment decisions, dedicating minimal time to each activity.

Employment History
Current Registrations
Morgan Stanley
November 2010 - Present · 15 yrs 10 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1979 - July 1993 · 14 yrs 1 mo
Loeb PartnersBroker
January 1978 - June 1979 · 1 yr 5 mos
Loeb Rhoades & CO. INC.Broker
May 1977 - January 1978 · 8 mos
Bache Halsey Stuart INC.Broker
August 1976 - June 1977 · 10 mos
Bache & CO IncorporatedBroker
February 1976 - August 1976 · 6 mos
Bache & CO., IncorporatedBroker
October 1973 - February 1976 · 2 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.