Steve Hahn is a CFP-designated registered investment advisor at Morgan Stanley, based in Long Beach, CA, with 24 years of industry experience. Steve is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3840 Kilroy Airport Way, Suite 400, Long Beach, CA, 90806
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
May 2004Other 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
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wamu Investments, INC.Broker
Wamu Investments, INC.
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
State Registrations21 states
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
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