SL
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Steven Licciardi

26 Years of Experience
Cleveland, OH
Broker

Steven Licciardi is a registered investment advisor at Morgan Stanley, based in Cleveland, OH, with 26 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

200 Public Square, Suite 2600, Cleveland, OH, 44114

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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

Steven is the sole proprietor and president of Logan Trust, LLC, used for general investment purposes, and a member of the Diamond Advisory Council at University Hospitals Health System. He is also a board member and president of Plexus LGBT + Allied Chamber of Commerce, spending a few hours per week on this role.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2001 - April 2007 · 6 yrs
Morgan Stanley Dw INC.Broker
March 1999 - April 2007 · 8 yrs 1 mo
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Licciardi - Financial Advisor | TrueAdvisor