Stephanie Valsted is a registered investment advisor at Morgan Stanley, based in Louisville, KY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4969 US Highway 42, Suite 1200, Louisville, KY, 40222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie is involved with a trust in Winton, California since 2022. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations46 states
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