SC
SC

Steven Caltabiano

26 Years of Experience
Northfield, NJ
Broker

Steven Caltabiano is a registered investment advisor at Morgan Stanley, based in Northfield, NJ, 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

376 Tilton Road, Northfield, NJ, 08225

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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 an employee of the Salem County Tax Board and arbitrates property values, also serving as President of the Board. He is also a board member of the South Jersey Healthcare Foundation and holds an official role with the Salem County Democratic Committee, dedicating minimal time to these activities outside of business hours.

Employment History
Current Registrations
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
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
August 1999 - April 2007 · 7 yrs 8 mos
State Registrations21 states
AZCACOCTDEFLGAILINMDMNNCNHNJNYOHPASCTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.