SH
CFP
SH
CFP
Steve Hahn is a CFP-designated registered investment advisor at Morgan Stanley, based in Long Beach, CA, 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
Loading...
Location
3840 Kilroy Airport Way, Suite 400, Long Beach, CA, 90806
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009Settled
Customer Dispute
May 2004Settled
Other Business Activities
Steve owns multiple rental properties in various locations, including Mississippi, Texas, Ohio, Indiana, and Arizona. He spends minimal time on administrative duties for these properties each month.
Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 4 mos
Morgan Stanley
January 2026 - Present · 4 mos
Previous Registrations
Citigroup Global Markets INC.
December 2007 - February 2026 · 18 yrs 2 mos
Citigroup Global Markets INC.Broker
December 2007 - February 2026 · 18 yrs 2 mos
Wamu Investments, INC.Broker
December 2006 - December 2007 · 1 yr
Wamu Investments, INC.
December 2006 - December 2007 · 1 yr
Wm Financial Services, INC.
September 2004 - January 2005 · 4 mos
Wm Financial Services, INC.Broker
February 2000 - January 2005 · 4 yrs 11 mos
State Registrations21 states
AZCACOFLIDILINMAMIMONJNMNVNYOHORTNTXUTVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.