Steven Calderon
Steven Calderon is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 18 years of industry experience. Steven 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
Criminal
March 1993Other 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
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLCBroker
State Registrations35 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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