SC
SC
Steven Calderon
17 Years of Experience
Beverly Hills, CA
1 DisclosureBroker
Steven Calderon is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 17 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
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Criminal
March 1993Final Disposition
Other Business Activities
Steven owns a sole proprietorship selling t-shirts of his own design since 2017. He dedicates a few hours per week to designing, marketing, and selling the t-shirts.
Employment History
Current Registrations
Morgan StanleyBroker
October 2025 - Present · 9 mos
Morgan Stanley
October 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2009 - October 2025 · 16 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - October 2025 · 17 yrs 1 mo
Wachovia Securities, LLCBroker
September 2008 - September 2008 · 0 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.