SD
SD

Steven Drackert

23 Years of Experience
Oakland, CA
Broker

Steven Drackert is a registered investment advisor at Morgan Stanley, based in Oakland, CA, with 23 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

1999 Harrison Street, Suite 2200, Oakland, CA, 94612

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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 co-owns a condominium in Walnut Creek, California, since 2009. This real estate activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2021 - April 2022 · 1 yr 3 mos
UBS Financial Services INC.
January 2021 - April 2022 · 1 yr 3 mos
First Republic Investment Management, INC.
September 2020 - February 2021 · 5 mos
First Republic Securities Company, LLCBroker
September 2020 - February 2021 · 5 mos
Wells Fargo Clearing Services, LLC
June 2020 - September 2020 · 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - September 2020 · 11 yrs 7 mos
Morgan Stanley & CO. Incorporated
May 2008 - February 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
January 2003 - April 2007 · 4 yrs 3 mos
State Registrations49 states
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Exams
No exam information available for this advisor.